Colonial Trust Advisors’s Lemonade LMND Stock Holding History

Colonial Trust 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
2024 Q4	–	Sell	-200	Closed	-$3.3K	–	738
2024 Q3	$3.3K	Hold	200	–	–	﹤0.01%	654
2024 Q2	$3.3K	Hold	200	–	–	﹤0.01%	648
2024 Q1	$3.28K	Hold	200	–	–	﹤0.01%	744
2023 Q4	$3.23K	Hold	200	–	–	﹤0.01%	654
2023 Q3	$2.32K	Hold	200	–	–	﹤0.01%	706
2023 Q2	$3.37K	Hold	200	–	–	﹤0.01%	684
2023 Q1	$2.85K	Hold	200	–	–	﹤0.01%	687
2022 Q4	$2.74K	Buy	+200	New	+$3.96K	﹤0.01%	688

Other funds holding LMND

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Colonial Trust Advisors's LMND Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Lemonade (LMND) in Q4 2024, closing a stake of 200 shares — an estimated $3.3K sold.

Colonial Trust Advisors first reported a position in LMND in Q4 2022 and held it in 8 quarters. The position peaked at $3.37K in Q2 2023. 269 funds tracked by Wall St. Rank hold LMND as of Q4 2024.

Colonial Trust Advisors reported no remaining Lemonade position as of Q4 2024 after selling out during the quarter.
Colonial Trust Advisors sold 200 Lemonade shares in Q4 2024, an estimated $3.3K.
Colonial Trust Advisors first reported a position in Lemonade in Q4 2022 and held it in 8 quarters.
Colonial Trust Advisors's Lemonade position peaked at $3.37K in Q2 2023.
269 funds tracked by Wall St. Rank held Lemonade as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.