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Clear Perspective Advisors’s Lemonade LMND Stock Holding History

Clear Perspective 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
2021
Q1 		– Sell
-1,832
Closed -$224K – 157
2020
Q4 		$224K Buy
+1,832
New +$135K 0.09% 135

Other funds holding LMND

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Clear Perspective Advisors's LMND Position: Q1 2021 in Review

Clear Perspective Advisors sold out of Lemonade (LMND) in Q1 2021, closing a stake of 1,832 shares — an estimated $224K sold.

Clear Perspective Advisors first reported a position in LMND in Q4 2020 and held it in 1 quarter. The position peaked at $224K in Q4 2020. 301 funds tracked by Wall St. Rank hold LMND as of Q1 2021.

  • Clear Perspective Advisors reported no remaining Lemonade position as of Q1 2021 after selling out during the quarter.
  • Clear Perspective Advisors sold 1,832 Lemonade shares in Q1 2021, an estimated $224K.
  • Clear Perspective Advisors first reported a position in Lemonade in Q4 2020 and held it in 1 quarter.
  • Clear Perspective Advisors's Lemonade position peaked at $224K in Q4 2020.
  • 301 funds tracked by Wall St. Rank held Lemonade as of Q1 2021.

Based on Clear Perspective Advisors's 13F filing for Q1 2021, filed 14 May 2021.