Bristlecone Advisors’s Lemonade LMND Stock Holding History

Bristlecone 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
2025 Q2	–	Sell	-14,577	Closed	-$458K	–	332
2025 Q1	$458K	Hold	14,577	–	–	0.04%	202
2024 Q4	$535K	Buy	14,577 +1,348	+10%	+$43K	0.04%	190
2024 Q3	$218K	Buy	+13,229	New	+$243K	0.02%	268

Other funds holding LMND

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bristlecone Advisors's LMND Position: Q2 2025 in Review

Bristlecone Advisors sold out of Lemonade (LMND) in Q2 2025, closing a stake of 14,577 shares — an estimated $458K sold.

Bristlecone Advisors first reported a position in LMND in Q3 2024 and held it in 3 quarters. The position peaked at $535K in Q4 2024. 277 funds tracked by Wall St. Rank hold LMND as of Q2 2025.

Bristlecone Advisors reported no remaining Lemonade position as of Q2 2025 after selling out during the quarter.
Bristlecone Advisors sold 14,577 Lemonade shares in Q2 2025, an estimated $458K.
Bristlecone Advisors first reported a position in Lemonade in Q3 2024 and held it in 3 quarters.
Bristlecone Advisors's Lemonade position peaked at $535K in Q4 2024.
277 funds tracked by Wall St. Rank held Lemonade as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.