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Carroll Financial Associates’s Lemonade LMND Stock Holding History

Carroll Financial Associates’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 		$0 Hold
10
– – ﹤0.01% 1797
2021
Q3 		$0 Hold
10
– – ﹤0.01% 1864
2021
Q2 		$1K Buy
10
+5
+100% +$454 ﹤0.01% 1639
2021
Q1 		$0 Buy
+5
New +$646 ﹤0.01% 1700

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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Carroll Financial Associates's LMND Position: Q4 2021 in Review

Carroll Financial Associates held its Lemonade (LMND) position steady in Q4 2021 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Carroll Financial Associates first reported a position in LMND in Q1 2021 and has held it in 4 quarters since. The position peaked at $1K in Q2 2021. 266 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

  • Carroll Financial Associates held 10 shares of Lemonade worth $0 as of Q4 2021.
  • Carroll Financial Associates left its Lemonade share count unchanged in Q4 2021.
  • Lemonade made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1797 holding.
  • Carroll Financial Associates first reported a position in Lemonade in Q1 2021 and has held it in 4 quarters since.
  • Carroll Financial Associates's Lemonade position peaked at $1K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.