Baldwin Wealth Partners’s Lemonade LMND Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-5	Closed	-$83	–	1137
2024 Q2	$83	Buy	+5	New	+$83	﹤0.01%	771
2021 Q4	–	Sell	-1,000	Closed	-$67K	–	644
2021 Q3	$67K	Hold	1,000	–	–	0.01%	313
2021 Q2	$109K	Buy	1,000 +200	+25%	+$18.2K	0.01%	260
2021 Q1	$75K	Buy	800 +200	+33%	+$25.8K	0.01%	291
2020 Q4	$74K	Buy	+600	New	+$44.3K	0.01%	278

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Baldwin Wealth Partners's LMND Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Lemonade (LMND) in Q3 2024, closing a stake of 5 shares — an estimated $83 sold.

Baldwin Wealth Partners first reported a position in LMND in Q4 2020 and held it in 5 quarters. The position peaked at $109K in Q2 2021. 223 funds tracked by Wall St. Rank hold LMND as of Q3 2024.

Baldwin Wealth Partners reported no remaining Lemonade position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 5 Lemonade shares in Q3 2024, an estimated $83.
Baldwin Wealth Partners first reported a position in Lemonade in Q4 2020 and held it in 5 quarters.
Baldwin Wealth Partners's Lemonade position peaked at $109K in Q2 2021.
223 funds tracked by Wall St. Rank held Lemonade as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.