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 $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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

CVA Family Office's LMND Position: Q3 2024 in Review

CVA Family Office sold out of Lemonade (LMND) in Q3 2024, closing a stake of 45 shares — an estimated $743 sold.

CVA Family Office first reported a position in LMND in Q1 2021 and held it in 12 quarters. The position peaked at $43K in Q2 2021. 224 funds tracked by Wall St. Rank hold LMND as of Q3 2024.

CVA Family Office reported no remaining Lemonade position as of Q3 2024 after selling out during the quarter.
CVA Family Office sold 45 Lemonade shares in Q3 2024, an estimated $743.
CVA Family Office first reported a position in Lemonade in Q1 2021 and held it in 12 quarters.
CVA Family Office's Lemonade position peaked at $43K in Q2 2021.
224 funds tracked by Wall St. Rank held Lemonade as of Q3 2024.

Based on CVA Family Office's 13F filing for Q3 2024, filed 10 Oct 2024.