Able Wealth Management’s Lemonade LMND Stock Holding History

Able Wealth Management’s Portfolio LMND Stock Details LMND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-33	Closed	-$532	–	361
2023 Q4	$532	Buy	+33	New	+$497	﹤0.01%	550

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Able Wealth Management's LMND Position: Q1 2024 in Review

Able Wealth Management sold out of Lemonade (LMND) in Q1 2024, closing a stake of 33 shares — an estimated $532 sold.

Able Wealth Management first reported a position in LMND in Q4 2023 and held it in 1 quarter. The position peaked at $532 in Q4 2023. 205 funds tracked by Wall St. Rank hold LMND as of Q1 2024.

Able Wealth Management reported no remaining Lemonade position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 33 Lemonade shares in Q1 2024, an estimated $532.
Able Wealth Management first reported a position in Lemonade in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Lemonade position peaked at $532 in Q4 2023.
205 funds tracked by Wall St. Rank held Lemonade as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.