Charter Oak Capital Management’s Lemonade LMND Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-3	Closed	–	–	556
2022 Q2	$0	Hold	3	–	–	﹤0.01%	969
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1002
2021 Q4	$0	Hold	3	–	–	﹤0.01%	890
2021 Q3	$0	Hold	3	–	–	﹤0.01%	850
2021 Q2	$0	Hold	3	–	–	﹤0.01%	845
2021 Q1	$0	Buy	+3	New	+$387	﹤0.01%	816

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charter Oak Capital Management's LMND Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Lemonade (LMND) in Q3 2022, closing a stake of 3 shares.

Charter Oak Capital Management first reported a position in LMND in Q1 2021 and held it in 6 quarters. The position peaked at $0 in Q2 2022. 229 funds tracked by Wall St. Rank hold LMND as of Q3 2022.

Charter Oak Capital Management reported no remaining Lemonade position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 3 Lemonade shares in Q3 2022.
Charter Oak Capital Management first reported a position in Lemonade in Q1 2021 and held it in 6 quarters.
Charter Oak Capital Management's Lemonade position peaked at $0 in Q2 2022.
229 funds tracked by Wall St. Rank held Lemonade as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.