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Cherry Tree Wealth Management’s Lemonade LMND Stock Holding History

Cherry Tree 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
Q2 		– Sell
-123
Closed -$2.02K – 606
2024
Q1 		$2.02K Buy
+123
New +$2.07K ﹤0.01% 509

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Geode Capital Management
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State Street
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D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
HFF
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Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cherry Tree Wealth Management's LMND Position: Q2 2024 in Review

Cherry Tree Wealth Management sold out of Lemonade (LMND) in Q2 2024, closing a stake of 123 shares — an estimated $2.02K sold.

Cherry Tree Wealth Management first reported a position in LMND in Q1 2024 and held it in 1 quarter. The position peaked at $2.02K in Q1 2024. 214 funds tracked by Wall St. Rank hold LMND as of Q2 2024.

  • Cherry Tree Wealth Management reported no remaining Lemonade position as of Q2 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 123 Lemonade shares in Q2 2024, an estimated $2.02K.
  • Cherry Tree Wealth Management first reported a position in Lemonade in Q1 2024 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Lemonade position peaked at $2.02K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Lemonade as of Q2 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.