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Avitas Wealth Management’s Lemonade LMND Stock Holding History

Avitas 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
2021
Q2 		– Sell
-11,290
Closed -$1.05M – 211
2021
Q1 		$1.05M Sell
11,290
-22,810
-67% -$2.95M 0.21% 133
2020
Q4 		$4.18M Buy
+34,100
New +$2.51M 0.85% 31

Other funds holding LMND

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SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Avitas Wealth Management's LMND Position: Q2 2021 in Review

Avitas Wealth Management sold out of Lemonade (LMND) in Q2 2021, closing a stake of 11,290 shares — an estimated $1.05M sold.

Avitas Wealth Management first reported a position in LMND in Q4 2020 and held it in 2 quarters. The position peaked at $4.18M in Q4 2020. 315 funds tracked by Wall St. Rank hold LMND as of Q2 2021.

  • Avitas Wealth Management reported no remaining Lemonade position as of Q2 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 11,290 Lemonade shares in Q2 2021, an estimated $1.05M.
  • Avitas Wealth Management first reported a position in Lemonade in Q4 2020 and held it in 2 quarters.
  • Avitas Wealth Management's Lemonade position peaked at $4.18M in Q4 2020.
  • 315 funds tracked by Wall St. Rank held Lemonade as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.