D.A. Davidson & Co
LMND icon

D.A. Davidson & Co’s Lemonade LMND Stock Holding History

D.A. Davidson & Co’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
2021
Q4 		– Sell
-5,443
Closed -$365K – 1288
2021
Q3 		$365K Sell
5,443
-4,458
-45% -$359K ﹤0.01% 936
2021
Q2 		$1.08M Buy
9,901
+807
+9% +$73.3K 0.01% 609
2021
Q1 		$847K Buy
9,094
+2,460
+37% +$318K 0.01% 638
2020
Q4 		$813K Buy
+6,634
New +$489K 0.01% 560

Other funds holding LMND

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.A. Davidson & Co's LMND Position: Q4 2021 in Review

D.A. Davidson & Co sold out of Lemonade (LMND) in Q4 2021, closing a stake of 5,443 shares — an estimated $365K sold.

D.A. Davidson & Co first reported a position in LMND in Q4 2020 and held it in 4 quarters. The position peaked at $1.08M in Q2 2021. 266 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

  • D.A. Davidson & Co reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
  • D.A. Davidson & Co sold 5,443 Lemonade shares in Q4 2021, an estimated $365K.
  • D.A. Davidson & Co first reported a position in Lemonade in Q4 2020 and held it in 4 quarters.
  • D.A. Davidson & Co's Lemonade position peaked at $1.08M in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on D.A. Davidson & Co's 13F filing for Q4 2021, filed 31 Jan 2022.