CVA Family Office’s Lemonade LMND Stock Holding History

CVA Family Office’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 Q3	–	Sell	-45	Closed	-$743	–	1316
2024 Q2	$743	Hold	45	–	–	﹤0.01%	1111
2024 Q1	$738	Hold	45	–	–	﹤0.01%	1017
2023 Q4	$726	Buy	+45	New	+$678	﹤0.01%	1003
2023 Q3	–	Sell	-45	Closed	-$758	–	638
2023 Q2	$758	Hold	45	–	–	﹤0.01%	963
2023 Q1	$642	Hold	45	–	–	﹤0.01%	928
2022 Q4	$616	Hold	45	–	–	﹤0.01%	890
2022 Q3	$1K	Hold	45	–	–	﹤0.01%	850
2022 Q2	$1K	Hold	45	–	–	﹤0.01%	873
2022 Q1	$1K	Sell	45 -150	-77%	-$4.25K	﹤0.01%	926
2021 Q4	$8K	Buy	+195	New	+$11K	﹤0.01%	690
2021 Q3	–	Sell	-395	Closed	-$43K	–	641
2021 Q2	$43K	Buy	395 +350	+778%	+$31.8K	0.01%	385
2021 Q1	$4K	Buy	+45	New	+$5.81K	﹤0.01%	649

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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

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

Baillie Gifford & Co

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return