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CarsonAllaria Wealth Management’s Lemonade LMND Stock Holding History

CarsonAllaria Wealth Management’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
-89
Closed -$1.47K – 381
2024
Q3 		$1.47K Hold
89
– – ﹤0.01% 350
2024
Q2 		$1.47K Hold
89
– – ﹤0.01% 336
2024
Q1 		$1.46K Buy
+89
New +$1.5K ﹤0.01% 350

Other funds holding LMND

SoftBank Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CarsonAllaria Wealth Management's LMND Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of Lemonade (LMND) in Q4 2024, closing a stake of 89 shares — an estimated $1.47K sold.

CarsonAllaria Wealth Management first reported a position in LMND in Q1 2024 and held it in 3 quarters. The position peaked at $1.47K in Q2 2024. 269 funds tracked by Wall St. Rank hold LMND as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining Lemonade position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 89 Lemonade shares in Q4 2024, an estimated $1.47K.
  • CarsonAllaria Wealth Management first reported a position in Lemonade in Q1 2024 and held it in 3 quarters.
  • CarsonAllaria Wealth Management's Lemonade position peaked at $1.47K in Q2 2024.
  • 269 funds tracked by Wall St. Rank held Lemonade as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.