AE Wealth Management
LMND icon

AE Wealth Management’s Lemonade LMND Stock Holding History

AE 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
2023
Q3 		– Sell
-46,578
Closed -$785K – 2022
2023
Q2 		$785K Buy
+46,578
New +$729K ﹤0.01% 1178
2022
Q1 		– Sell
-10,031
Closed -$422K – 1760
2021
Q4 		$422K Sell
10,031
-1,847
-16% -$104K ﹤0.01% 1321
2021
Q3 		$796K Buy
11,878
+4,405
+59% +$355K 0.01% 946
2021
Q2 		$818K Buy
7,473
+3,731
+100% +$339K 0.01% 910
2021
Q1 		$348K Buy
+3,742
New +$483K ﹤0.01% 1198

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's LMND Position: Q3 2023 in Review

AE Wealth Management sold out of Lemonade (LMND) in Q3 2023, closing a stake of 46,578 shares — an estimated $785K sold.

AE Wealth Management first reported a position in LMND in Q1 2021 and held it in 5 quarters. The position peaked at $818K in Q2 2021. 203 funds tracked by Wall St. Rank hold LMND as of Q3 2023.

  • AE Wealth Management reported no remaining Lemonade position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 46,578 Lemonade shares in Q3 2023, an estimated $785K.
  • AE Wealth Management first reported a position in Lemonade in Q1 2021 and held it in 5 quarters.
  • AE Wealth Management's Lemonade position peaked at $818K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held Lemonade as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.