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Coppell Advisory Solutions’s Lemonade LMND Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-140
Closed -$5.36K – 1187
2024
Q4 		$5.36K Sell
140
-8
-5% -$255 ﹤0.01% 1306
2024
Q3 		$2.51K Hold
148
– – ﹤0.01% 1404
2024
Q2 		$2.44K Buy
+148
New +$2.47K ﹤0.01% 1354
2023
Q4 		$2.31K Buy
+143
New +$2.15K ﹤0.01% 1262
2023
Q3 		– Sell
-2,595
Closed -$44.6K – 1402
2023
Q2 		$44.6K Buy
+2,595
New +$40.6K 0.01% 420

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coppell Advisory Solutions's LMND Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Lemonade (LMND) in Q1 2025, closing a stake of 140 shares — an estimated $5.36K sold.

Coppell Advisory Solutions first reported a position in LMND in Q2 2023 and held it in 5 quarters. The position peaked at $44.6K in Q2 2023. 250 funds tracked by Wall St. Rank hold LMND as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Lemonade position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 140 Lemonade shares in Q1 2025, an estimated $5.36K.
  • Coppell Advisory Solutions first reported a position in Lemonade in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Lemonade position peaked at $44.6K in Q2 2023.
  • 250 funds tracked by Wall St. Rank held Lemonade as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.