Capstone Investment Advisors
LMND icon

Capstone Investment Advisors’s Lemonade LMND Stock Holding History

Capstone Investment 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
Q3 		– Sell
-17,393
Closed -$287K – 2081
2024
Q2 		$287K Buy
17,393
+4,338
+33% +$72.4K ﹤0.01% 1596
2024
Q1 		$214K Buy
+13,055
New +$219K ﹤0.01% 1986

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BlackRock
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Capstone Investment Advisors's LMND Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Lemonade (LMND) in Q3 2024, closing a stake of 17,393 shares — an estimated $287K sold.

Capstone Investment Advisors first reported a position in LMND in Q1 2024 and held it in 2 quarters. The position peaked at $287K in Q2 2024. 223 funds tracked by Wall St. Rank hold LMND as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Lemonade position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 17,393 Lemonade shares in Q3 2024, an estimated $287K.
  • Capstone Investment Advisors first reported a position in Lemonade in Q1 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Lemonade position peaked at $287K in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Lemonade as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.