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Annis Gardner Whiting Capital Advisors’s Lemonade LMND Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q3 		– Sell
-519
Closed -$22.7K – 1332
2025
Q2 		$22.7K Buy
+519
New +$17.3K 0.01% 543

Other funds holding LMND

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's LMND Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Lemonade (LMND) in Q3 2025, closing a stake of 519 shares — an estimated $22.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in LMND in Q2 2025 and held it in 1 quarter. The position peaked at $22.7K in Q2 2025. 300 funds tracked by Wall St. Rank hold LMND as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Lemonade position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 519 Lemonade shares in Q3 2025, an estimated $22.7K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Lemonade in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Lemonade position peaked at $22.7K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Lemonade as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.