Bank of Montreal
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Bank of Montreal’s Lemonade LMND Stock Holding History

Bank of Montreal’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
2023
Q3 		– Sell
-10,959
Closed -$219K – 4047
2023
Q2 		$219K Sell
10,959
-4,852
-31% -$75.9K ﹤0.01% 3165
2023
Q1 		$255K Buy
15,811
+735
+5% +$11.2K ﹤0.01% 2873
2022
Q4 		$314K Sell
15,076
-76,156
-83% -$1.51M ﹤0.01% 2885
2022
Q3 		$2.04K Buy
91,232
+603
+0.7% +$13.7K ﹤0.01% 1804
2022
Q2 		$1.82K Sell
90,629
-179
-0.2% -$3.77K ﹤0.01% 1938
2022
Q1 		$2.55M Buy
90,808
+15,617
+21% +$442K ﹤0.01% 1807
2021
Q4 		$3.23M Buy
+75,191
New +$4.23M ﹤0.01% 1389
2021
Q2 		– Sell
-50,821
Closed -$4.83M – 4374
2021
Q1 		$4.83M Buy
50,821
+48,432
+2,027% +$6.26M ﹤0.01% 1372
2020
Q4 		$439K Buy
2,389
+1,855
+347% +$137K ﹤0.01% 2767
2020
Q3 		$28K Buy
+534
New +$33.5K ﹤0.01% 3676

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's LMND Position: Q3 2023 in Review

Bank of Montreal sold out of Lemonade (LMND) in Q3 2023, closing a stake of 10,959 shares — an estimated $219K sold.

Bank of Montreal first reported a position in LMND in Q3 2020 and held it in 10 quarters. The position peaked at $4.83M in Q1 2021. 203 funds tracked by Wall St. Rank hold LMND as of Q3 2023.

  • Bank of Montreal reported no remaining Lemonade position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 10,959 Lemonade shares in Q3 2023, an estimated $219K.
  • Bank of Montreal first reported a position in Lemonade in Q3 2020 and held it in 10 quarters.
  • Bank of Montreal's Lemonade position peaked at $4.83M in Q1 2021.
  • 203 funds tracked by Wall St. Rank held Lemonade as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.