CFGS
LMND icon

Concourse Financial Group Securities’s Lemonade LMND Stock Holding History

Concourse Financial Group Securities’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
Q2 		– Sell
-25
Closed -$527 – 2260
2022
Q1 		$1K Hold
25
– – ﹤0.01% 2111
2021
Q4 		$1K Hold
25
– – ﹤0.01% 2303
2021
Q3 		$2K Hold
25
– – ﹤0.01% 2227
2021
Q2 		$3K Buy
+25
New +$2.27K ﹤0.01% 2140

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concourse Financial Group Securities's LMND Position: Q2 2022 in Review

Concourse Financial Group Securities sold out of Lemonade (LMND) in Q2 2022, closing a stake of 25 shares — an estimated $527 sold.

Concourse Financial Group Securities first reported a position in LMND in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 216 funds tracked by Wall St. Rank hold LMND as of Q2 2022.

  • Concourse Financial Group Securities reported no remaining Lemonade position as of Q2 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 25 Lemonade shares in Q2 2022, an estimated $527.
  • Concourse Financial Group Securities first reported a position in Lemonade in Q2 2021 and held it in 4 quarters.
  • Concourse Financial Group Securities's Lemonade position peaked at $3K in Q2 2021.
  • 216 funds tracked by Wall St. Rank held Lemonade as of Q2 2022.

Based on Concourse Financial Group Securities's 13F filing for Q2 2022, filed 9 Aug 2022.