Cape Investment Advisory’s Lemonade LMND Stock Holding History

Cape Investment Advisory’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 Q1	–	Sell	-13	Closed	-$477	–	1172
2024 Q4	$477	Hold	13	–	–	﹤0.01%	1018
2024 Q3	$214	Buy	+13	New	+$239	﹤0.01%	923

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cape Investment Advisory's LMND Position: Q1 2025 in Review

Cape Investment Advisory sold out of Lemonade (LMND) in Q1 2025, closing a stake of 13 shares — an estimated $477 sold.

Cape Investment Advisory first reported a position in LMND in Q3 2024 and held it in 2 quarters. The position peaked at $477 in Q4 2024. 250 funds tracked by Wall St. Rank hold LMND as of Q1 2025.

Cape Investment Advisory reported no remaining Lemonade position as of Q1 2025 after selling out during the quarter.
Cape Investment Advisory sold 13 Lemonade shares in Q1 2025, an estimated $477.
Cape Investment Advisory first reported a position in Lemonade in Q3 2024 and held it in 2 quarters.
Cape Investment Advisory's Lemonade position peaked at $477 in Q4 2024.
250 funds tracked by Wall St. Rank held Lemonade as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.