Axiom Advisory’s Lemonade LMND Stock Holding History

Axiom Advisory’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
2024 Q3	$998K	Buy	54,400 +850	+2%	+$15.6K	0.01%	161
2024 Q2	$893K	Buy	+53,550	New	+$893K	0.01%	162

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 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Axiom Advisory's LMND Position: Q3 2024 in Review

Axiom Advisory increased its Lemonade (LMND) stake by 1.6% in Q3 2024, buying an estimated $15.6K and bringing the position to 54,400 shares worth $998K. The position accounts for 0.01% of the portfolio, ranked #161.

Axiom Advisory first reported a position in LMND in Q2 2024 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold LMND as of Q3 2024.

Axiom Advisory held 54,400 shares of Lemonade worth $998K as of Q3 2024.
Axiom Advisory bought 850 Lemonade shares in Q3 2024, an estimated $15.6K.
Lemonade made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #161 holding.
Axiom Advisory first reported a position in Lemonade in Q2 2024 and has held it in 2 quarters since.
223 funds tracked by Wall St. Rank held Lemonade as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.