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Advisory Research’s Lemonade LMND Stock Holding History

Advisory Research’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
Q3 		– Sell
-8,304
Closed -$909K – 388
2021
Q2 		$909K Buy
8,304
+200
+2% +$18.2K 0.06% 221
2021
Q1 		$755K Buy
8,104
+4,997
+161% +$645K 0.05% 229
2020
Q4 		$381K Buy
+3,107
New +$229K 0.03% 275

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advisory Research's LMND Position: Q3 2021 in Review

Advisory Research sold out of Lemonade (LMND) in Q3 2021, closing a stake of 8,304 shares — an estimated $909K sold.

Advisory Research first reported a position in LMND in Q4 2020 and held it in 3 quarters. The position peaked at $909K in Q2 2021. 287 funds tracked by Wall St. Rank hold LMND as of Q3 2021.

  • Advisory Research reported no remaining Lemonade position as of Q3 2021 after selling out during the quarter.
  • Advisory Research sold 8,304 Lemonade shares in Q3 2021, an estimated $909K.
  • Advisory Research first reported a position in Lemonade in Q4 2020 and held it in 3 quarters.
  • Advisory Research's Lemonade position peaked at $909K in Q2 2021.
  • 287 funds tracked by Wall St. Rank held Lemonade as of Q3 2021.

Based on Advisory Research's 13F filing for Q3 2021, filed 12 Nov 2021.