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Berman Capital Advisors’s Lemonade LMND Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$7K Buy
107
+83
+346% +$6.69K ﹤0.01% 1320
2021
Q2 		$1K Buy
24
+16
+200% +$1.45K ﹤0.01% 1764
2021
Q1 		$0 Buy
+8
New +$1.03K ﹤0.01% 1839

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's LMND Position: Q3 2021 in Review

Berman Capital Advisors increased its Lemonade (LMND) stake by 346% in Q3 2021, buying an estimated $6.69K and bringing the position to 107 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Berman Capital Advisors first reported a position in LMND in Q1 2021 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold LMND as of Q3 2021.

  • Berman Capital Advisors held 107 shares of Lemonade worth $7K as of Q3 2021.
  • Berman Capital Advisors bought 83 Lemonade shares in Q3 2021, an estimated $6.69K.
  • Lemonade made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1320 holding.
  • Berman Capital Advisors first reported a position in Lemonade in Q1 2021 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Lemonade as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.