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Capital Investment Advisory Services’s Lemonade LMND Stock Holding History

Capital Investment Advisory Services’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
-4,708
Closed -$315K – 828
2021
Q3 		$315K Sell
4,708
-925
-16% -$74.6K 0.04% 351
2021
Q2 		$616K Sell
5,633
-20
-0.4% -$1.82K 0.08% 246
2021
Q1 		$526K Buy
5,653
+1,028
+22% +$133K 0.07% 238
2020
Q4 		$567K Buy
+4,625
New +$341K 0.08% 229

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Capital Investment Advisory Services's LMND Position: Q4 2021 in Review

Capital Investment Advisory Services sold out of Lemonade (LMND) in Q4 2021, closing a stake of 4,708 shares — an estimated $315K sold.

Capital Investment Advisory Services first reported a position in LMND in Q4 2020 and held it in 4 quarters. The position peaked at $616K in Q2 2021. 265 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

  • Capital Investment Advisory Services reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
  • Capital Investment Advisory Services sold 4,708 Lemonade shares in Q4 2021, an estimated $315K.
  • Capital Investment Advisory Services first reported a position in Lemonade in Q4 2020 and held it in 4 quarters.
  • Capital Investment Advisory Services's Lemonade position peaked at $616K in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Capital Investment Advisory Services's 13F filing for Q4 2021, filed 1 Feb 2022.