Advisornet Financial’s Lemonade LMND Stock Holding History

Advisornet Financial’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
2025 Q1	–	Sell	-15	Closed	-$550	–	2217
2024 Q4	$550	Hold	15	–	–	﹤0.01%	1761
2024 Q3	$247	Hold	15	–	–	﹤0.01%	2094
2024 Q2	$248	Hold	15	–	–	﹤0.01%	2009
2024 Q1	$246	Hold	15	–	–	﹤0.01%	1949
2023 Q4	$242	Hold	15	–	–	﹤0.01%	2267
2023 Q3	$174	Hold	15	–	–	﹤0.01%	2159
2023 Q2	$253	Hold	15	–	–	﹤0.01%	2182
2023 Q1	$214	Sell	15 -2	-12%	-$30	﹤0.01%	2243
2022 Q4	$233	Buy	17 +2	+13%	+$40	﹤0.01%	2188
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1959
2022 Q2	$0	Sell	15 -20	-57%	-$421	﹤0.01%	2029
2022 Q1	$1K	Sell	35 -5	-13%	-$142	﹤0.01%	1905
2021 Q4	$2K	Sell	40 -40	-50%	-$2.25K	﹤0.01%	1824
2021 Q3	$5K	Buy	80 +49	+158%	+$3.95K	﹤0.01%	1621
2021 Q2	$3K	Buy	31 +11	+55%	+$999	﹤0.01%	1648
2021 Q1	$2K	Buy	+20	New	+$2.58K	﹤0.01%	1638

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

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

Baillie Gifford & Co

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase

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

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

Geode Capital Management

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

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

Bank of America

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