BerganKDV Wealth Management’s Lemonade LMND Stock Holding History

BerganKDV Wealth Management’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 Q2	$4.3K	Hold	255	–	–	﹤0.01%	623
2023 Q1	$3.64K	Hold	255	–	–	﹤0.01%	741
2022 Q4	$3.49K	Hold	255	–	–	﹤0.01%	726
2022 Q3	$5K	Hold	255	–	–	﹤0.01%	683
2022 Q2	$5K	Sell	255 -18	-7%	-$379	﹤0.01%	704
2022 Q1	$7K	Buy	273 +18	+7%	+$510	﹤0.01%	671
2021 Q4	$11K	Hold	255	–	–	﹤0.01%	646
2021 Q3	$17K	Sell	255 -26	-9%	-$2.1K	﹤0.01%	554
2021 Q2	$31K	Hold	281	–	–	﹤0.01%	459
2021 Q1	$26K	Buy	+281	New	+$36.3K	﹤0.01%	448

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BerganKDV Wealth Management's LMND Position: Q2 2023 in Review

BerganKDV Wealth Management held its Lemonade (LMND) position steady in Q2 2023 at 255 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

BerganKDV Wealth Management first reported a position in LMND in Q1 2021 and has held it in 10 quarters since. The position peaked at $31K in Q2 2021. 220 funds tracked by Wall St. Rank hold LMND as of Q2 2023.

BerganKDV Wealth Management held 255 shares of Lemonade worth $4.3K as of Q2 2023.
BerganKDV Wealth Management left its Lemonade share count unchanged in Q2 2023.
Lemonade made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #623 holding.
BerganKDV Wealth Management first reported a position in Lemonade in Q1 2021 and has held it in 10 quarters since.
BerganKDV Wealth Management's Lemonade position peaked at $31K in Q2 2021.
220 funds tracked by Wall St. Rank held Lemonade as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.