AJ Wealth Strategies’s Lemonade LMND Stock Holding History

AJ Wealth Strategies’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	-2,595	Closed	-$284K	–	297
2021 Q2	$284K	Buy	+2,595	New	+$236K	0.02%	234

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AJ Wealth Strategies's LMND Position: Q3 2021 in Review

AJ Wealth Strategies sold out of Lemonade (LMND) in Q3 2021, closing a stake of 2,595 shares — an estimated $284K sold.

AJ Wealth Strategies first reported a position in LMND in Q2 2021 and held it in 1 quarter. The position peaked at $284K in Q2 2021. 286 funds tracked by Wall St. Rank hold LMND as of Q3 2021.

AJ Wealth Strategies reported no remaining Lemonade position as of Q3 2021 after selling out during the quarter.
AJ Wealth Strategies sold 2,595 Lemonade shares in Q3 2021, an estimated $284K.
AJ Wealth Strategies first reported a position in Lemonade in Q2 2021 and held it in 1 quarter.
AJ Wealth Strategies's Lemonade position peaked at $284K in Q2 2021.
286 funds tracked by Wall St. Rank held Lemonade as of Q3 2021.

Based on AJ Wealth Strategies's 13F filing for Q3 2021, filed 20 Oct 2021.