Capital Performance Advisors’s Lemonade LMND Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-182	Closed	-$3K	–	1554
2024 Q3	$3K	Buy	+182	New	+$3.34K	﹤0.01%	1357

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Capital Performance Advisors's LMND Position: Q4 2024 in Review

Capital Performance Advisors sold out of Lemonade (LMND) in Q4 2024, closing a stake of 182 shares — an estimated $3K sold.

Capital Performance Advisors first reported a position in LMND in Q3 2024 and held it in 1 quarter. The position peaked at $3K in Q3 2024. 268 funds tracked by Wall St. Rank hold LMND as of Q4 2024.

Capital Performance Advisors reported no remaining Lemonade position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 182 Lemonade shares in Q4 2024, an estimated $3K.
Capital Performance Advisors first reported a position in Lemonade in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Lemonade position peaked at $3K in Q3 2024.
268 funds tracked by Wall St. Rank held Lemonade as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.