WT
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Whittier Trust’s Lyft LYFT Stock Holding History

Whittier Trust’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-85
Closed -$895 – 1604
2023
Q3 		$895 Sell
85
-93
-52% -$1.04K ﹤0.01% 1525
2023
Q2 		$1.71K Hold
178
– – ﹤0.01% 1460
2023
Q1 		$1.65K Hold
178
– – ﹤0.01% 1498
2022
Q4 		$1.96K Sell
178
-732
-80% -$8.83K ﹤0.01% 1488
2022
Q3 		$12K Sell
910
-812
-47% -$12.5K ﹤0.01% 1309
2022
Q2 		$23K Sell
1,722
-101,264
-98% -$2.36M ﹤0.01% 1136
2022
Q1 		$3.95M Buy
102,986
+15,344
+18% +$601K 0.07% 213
2021
Q4 		$3.74M Buy
87,642
+82,841
+1,725% +$3.88M 0.06% 225
2021
Q3 		$257K Buy
4,801
+4,716
+5,548% +$250K ﹤0.01% 594
2021
Q2 		$5K Sell
85
-1
-1% -$58 ﹤0.01% 1358
2021
Q1 		$5K Hold
86
– – ﹤0.01% 1355
2020
Q4 		$4K Hold
86
– – ﹤0.01% 1269
2020
Q3 		$2K Sell
86
-100
-54% -$2.97K ﹤0.01% 1339
2020
Q2 		$6K Hold
186
– – ﹤0.01% 1137
2020
Q1 		$5K Buy
186
+86
+86% +$3.42K ﹤0.01% 1216
2019
Q4 		$4K Hold
100
– – ﹤0.01% 1272
2019
Q3 		$4K Hold
100
– – ﹤0.01% 1287
2019
Q2 		$7K Buy
+100
New +$6.01K ﹤0.01% 1117

Other funds holding LYFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Whittier Trust's LYFT Position: Q4 2023 in Review

Whittier Trust sold out of Lyft (LYFT) in Q4 2023, closing a stake of 85 shares — an estimated $895 sold.

Whittier Trust first reported a position in LYFT in Q2 2019 and held it in 18 quarters. The position peaked at $3.95M in Q1 2022. 395 funds tracked by Wall St. Rank hold LYFT as of Q4 2023.

  • Whittier Trust reported no remaining Lyft position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 85 Lyft shares in Q4 2023, an estimated $895.
  • Whittier Trust first reported a position in Lyft in Q2 2019 and held it in 18 quarters.
  • Whittier Trust's Lyft position peaked at $3.95M in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Lyft as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.