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 $18.2B AUM 177.65% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avior Wealth Management's LMND Position: Q1 2025 in Review

Avior Wealth Management sold out of Lemonade (LMND) in Q1 2025, closing a stake of 1,100 shares — an estimated $40.3K sold.

Avior Wealth Management first reported a position in LMND in Q1 2021 and held it in 15 quarters. The position peaked at $40.3K in Q4 2024. 250 funds tracked by Wall St. Rank hold LMND as of Q1 2025.

Avior Wealth Management reported no remaining Lemonade position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,100 Lemonade shares in Q1 2025, an estimated $40.3K.
Avior Wealth Management first reported a position in Lemonade in Q1 2021 and held it in 15 quarters.
Avior Wealth Management's Lemonade position peaked at $40.3K in Q4 2024.
250 funds tracked by Wall St. Rank held Lemonade as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.