Avior Wealth Management’s Lemonade LMND Stock Holding History

Avior 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
2025 Q1	–	Sell	-1,100	Closed	-$40.3K	–	1648
2024 Q4	$40.3K	Buy	+1,100	New	+$35.1K	﹤0.01%	1212
2024 Q3	–	Sell	-346	Closed	-$5.71K	–	2371
2024 Q2	$5.71K	Sell	346 -10	-3%	-$167	﹤0.01%	1684
2024 Q1	$5.84K	Buy	356 +91	+34%	+$1.53K	﹤0.01%	2038
2023 Q4	$4.27K	Sell	265 -66	-20%	-$994	﹤0.01%	1189
2023 Q3	$3.85K	Hold	331	–	–	﹤0.01%	1267
2023 Q2	$5.58K	Sell	331 -75	-18%	-$1.17K	﹤0.01%	1138
2023 Q1	$5.79K	Buy	406 +331	+441%	+$5.03K	﹤0.01%	1158
2022 Q4	$1.03K	Hold	75	–	–	﹤0.01%	1119
2022 Q3	$1K	Hold	75	–	–	﹤0.01%	1091
2022 Q2	$1K	Hold	75	–	–	﹤0.01%	1003
2022 Q1	$1K	Hold	75	–	–	﹤0.01%	1040
2021 Q4	$3K	Sell	75 -28	-27%	-$1.57K	﹤0.01%	940
2021 Q3	$6K	Sell	103 -2	-2%	-$161	﹤0.01%	830
2021 Q2	$11K	Hold	105	–	–	﹤0.01%	735
2021 Q1	$9K	Buy	+105	New	+$13.6K	﹤0.01%	771

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return