Capital Advisors Inc
LMND icon

Capital Advisors Inc’s Lemonade LMND Stock Holding History

Capital Advisors Inc’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
Q4 		– Sell
-60,286
Closed -$4.04M – 252
2021
Q3 		$4.04M Buy
60,286
+2,292
+4% +$185K 0.12% 100
2021
Q2 		$6.34M Buy
57,994
+5,371
+10% +$488K 0.19% 97
2021
Q1 		$4.9M Buy
52,623
+2,639
+5% +$341K 0.16% 98
2020
Q4 		$6.12M Buy
+49,984
New +$3.69M 0.22% 89

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $1.81T AUM 41.13% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital Advisors Inc's LMND Position: Q4 2021 in Review

Capital Advisors Inc sold out of Lemonade (LMND) in Q4 2021, closing a stake of 60,286 shares — an estimated $4.04M sold.

Capital Advisors Inc first reported a position in LMND in Q4 2020 and held it in 4 quarters. The position peaked at $6.34M in Q2 2021. 266 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

  • Capital Advisors Inc reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
  • Capital Advisors Inc sold 60,286 Lemonade shares in Q4 2021, an estimated $4.04M.
  • Capital Advisors Inc first reported a position in Lemonade in Q4 2020 and held it in 4 quarters.
  • Capital Advisors Inc's Lemonade position peaked at $6.34M in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Capital Advisors Inc's 13F filing for Q4 2021, filed 27 Jan 2022.