Costello Asset Management’s Lemonade LMND Stock Holding History

Costello Asset 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
2026 Q1	–	Sell	-120	Closed	-$8.54K	–	711
2025 Q4	$8.54K	Buy	+120	New	+$8.06K	﹤0.01%	481

Other funds holding LMND

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Costello Asset Management's LMND Position: Q1 2026 in Review

Costello Asset Management sold out of Lemonade (LMND) in Q1 2026, closing a stake of 120 shares — an estimated $8.54K sold.

Costello Asset Management first reported a position in LMND in Q4 2025 and held it in 1 quarter. The position peaked at $8.54K in Q4 2025. 345 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

Costello Asset Management reported no remaining Lemonade position as of Q1 2026 after selling out during the quarter.
Costello Asset Management sold 120 Lemonade shares in Q1 2026, an estimated $8.54K.
Costello Asset Management first reported a position in Lemonade in Q4 2025 and held it in 1 quarter.
Costello Asset Management's Lemonade position peaked at $8.54K in Q4 2025.
345 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.