Bank of Montreal
LMND icon

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
-13,800
Closed -$288K – 4009
2022
Q4 		$288K Sell
13,800
-75,000
-84% -$1.48M ﹤0.01% 2934
2022
Q3 		$1.99K Hold
88,800
– – ﹤0.01% 1819
2022
Q2 		$1.78K Hold
88,800
– – ﹤0.01% 1958
2022
Q1 		$2.49M Buy
+88,800
New +$2.51M ﹤0.01% 1813

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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.