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Advisory Resource Group’s Lemonade LMND Stock Holding History

Advisory Resource Group’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
-2,970
Closed -$325K – 151
2021
Q2 		$325K Buy
2,970
+766
+35% +$69.6K 0.13% 96
2021
Q1 		$205K Buy
+2,204
New +$285K 0.1% 109

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $1.56T AUM 27.86% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Resource Group's LMND Position: Q3 2021 in Review

Advisory Resource Group sold out of Lemonade (LMND) in Q3 2021, closing a stake of 2,970 shares — an estimated $325K sold.

Advisory Resource Group first reported a position in LMND in Q1 2021 and held it in 2 quarters. The position peaked at $325K in Q2 2021. 286 funds tracked by Wall St. Rank hold LMND as of Q3 2021.

  • Advisory Resource Group reported no remaining Lemonade position as of Q3 2021 after selling out during the quarter.
  • Advisory Resource Group sold 2,970 Lemonade shares in Q3 2021, an estimated $325K.
  • Advisory Resource Group first reported a position in Lemonade in Q1 2021 and held it in 2 quarters.
  • Advisory Resource Group's Lemonade position peaked at $325K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Lemonade as of Q3 2021.

Based on Advisory Resource Group's 13F filing for Q3 2021, filed 26 Oct 2021.