Adams Wealth Management’s Lemonade LMND Stock Holding History

Adams 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
2021 Q4	–	Sell	-85	Closed	-$6K	–	85
2021 Q3	$6K	Buy	+85	New	+$6.85K	﹤0.01%	81

Other funds holding LMND

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Adams Wealth Management's LMND Position: Q4 2021 in Review

Adams Wealth Management sold out of Lemonade (LMND) in Q4 2021, closing a stake of 85 shares — an estimated $6K sold.

Adams Wealth Management first reported a position in LMND in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 265 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

Adams Wealth Management reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
Adams Wealth Management sold 85 Lemonade shares in Q4 2021, an estimated $6K.
Adams Wealth Management first reported a position in Lemonade in Q3 2021 and held it in 1 quarter.
Adams Wealth Management's Lemonade position peaked at $6K in Q3 2021.
265 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Adams Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.