CWA
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Carolina Wealth Advisors’s Lemonade LMND Stock Holding History

Carolina Wealth 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
2025
Q2 		– Sell
-13
Closed -$409 – 294
2025
Q1 		$409 Hold
13
– – ﹤0.01% 264
2024
Q4 		$477 Buy
+13
New +$415 ﹤0.01% 278
2023
Q4 		– Sell
-16
Closed -$185 – 260
2023
Q3 		$185 Hold
16
– – ﹤0.01% 260
2023
Q2 		$270 Sell
16
-15
-48% -$235 ﹤0.01% 242
2023
Q1 		$442 Buy
31
+15
+94% +$228 ﹤0.01% 250
2022
Q4 		$0 Hold
16
– – ﹤0.01% 250
2022
Q3 		$0 Hold
16
– – ﹤0.01% 263
2022
Q2 		$0 Hold
16
– – ﹤0.01% 281
2022
Q1 		$0 Hold
16
– – ﹤0.01% 291
2021
Q4 		$1K Hold
16
– – ﹤0.01% 262
2021
Q3 		$1K Hold
16
– – ﹤0.01% 256
2021
Q2 		$2K Buy
+16
New +$1.45K ﹤0.01% 260

Other funds holding LMND

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return