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B. Riley Wealth Management’s Lemonade LMND Stock Holding History

B. Riley 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
Q3 		– Sell
-3,651
Closed -$399K – 643
2021
Q2 		$399K Sell
3,651
-600
-14% -$54.5K 0.04% 268
2021
Q1 		$396K Sell
4,251
-548
-11% -$70.8K 0.05% 255
2020
Q4 		$588K Buy
+4,799
New +$354K 0.08% 187

Other funds holding LMND

SoftBank Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Management's LMND Position: Q3 2021 in Review

B. Riley Wealth Management sold out of Lemonade (LMND) in Q3 2021, closing a stake of 3,651 shares — an estimated $399K sold.

B. Riley Wealth Management first reported a position in LMND in Q4 2020 and held it in 3 quarters. The position peaked at $588K in Q4 2020. 286 funds tracked by Wall St. Rank hold LMND as of Q3 2021.

  • B. Riley Wealth Management reported no remaining Lemonade position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,651 Lemonade shares in Q3 2021, an estimated $399K.
  • B. Riley Wealth Management first reported a position in Lemonade in Q4 2020 and held it in 3 quarters.
  • B. Riley Wealth Management's Lemonade position peaked at $588K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held Lemonade as of Q3 2021.

Based on B. Riley Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.