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 Q1	–	Sell	-75,000	Closed	-$1.56M	–	4008
2022 Q4	$1.56M	Buy	+75,000	New	+$1.48M	﹤0.01%	1910

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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 New York $240B AUM 35.51% 1-Year Est. Return

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.