Barrett & Company’s Lemonade LMND Stock Holding History

Barrett & Company’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	-50	Closed	-$684	–	602
2022 Q4	$684	Hold	50	–	–	﹤0.01%	563
2022 Q3	$684	Buy	+50	New	+$1.14K	﹤0.01%	563

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Barrett & Company's LMND Position: Q1 2023 in Review

Barrett & Company sold out of Lemonade (LMND) in Q1 2023, closing a stake of 50 shares — an estimated $684 sold.

Barrett & Company first reported a position in LMND in Q3 2022 and held it in 2 quarters. The position peaked at $684 in Q4 2022. 216 funds tracked by Wall St. Rank hold LMND as of Q1 2023.

Barrett & Company reported no remaining Lemonade position as of Q1 2023 after selling out during the quarter.
Barrett & Company sold 50 Lemonade shares in Q1 2023, an estimated $684.
Barrett & Company first reported a position in Lemonade in Q3 2022 and held it in 2 quarters.
Barrett & Company's Lemonade position peaked at $684 in Q4 2022.
216 funds tracked by Wall St. Rank held Lemonade as of Q1 2023.

Based on Barrett & Company's 13F filing for Q1 2023, filed 11 May 2023.