DWA
LMND icon

Delos Wealth Advisors’s Lemonade LMND Stock Holding History

Delos Wealth Advisors’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
2023
Q4 		– Sell
-15
Closed -$207 – 367
2023
Q3 		$207 Hold
15
– – ﹤0.01% 350
2023
Q2 		$253 Hold
15
– – ﹤0.01% 343
2023
Q1 		$214 Hold
15
– – ﹤0.01% 363
2022
Q4 		$205 Hold
15
– – ﹤0.01% 365
2022
Q3 		$0 Hold
15
– – ﹤0.01% 333
2022
Q2 		$0 Hold
15
– – ﹤0.01% 247
2022
Q1 		$0 Hold
15
– – ﹤0.01% 355
2021
Q4 		$1K Hold
15
– – ﹤0.01% 419
2021
Q3 		$1K Hold
15
– – ﹤0.01% 183
2021
Q2 		$2K Buy
+15
New +$1.36K ﹤0.01% 147

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Delos Wealth Advisors's LMND Position: Q4 2023 in Review

Delos Wealth Advisors sold out of Lemonade (LMND) in Q4 2023, closing a stake of 15 shares — an estimated $207 sold.

Delos Wealth Advisors first reported a position in LMND in Q2 2021 and held it in 10 quarters. The position peaked at $2K in Q2 2021. 215 funds tracked by Wall St. Rank hold LMND as of Q4 2023.

  • Delos Wealth Advisors reported no remaining Lemonade position as of Q4 2023 after selling out during the quarter.
  • Delos Wealth Advisors sold 15 Lemonade shares in Q4 2023, an estimated $207.
  • Delos Wealth Advisors first reported a position in Lemonade in Q2 2021 and held it in 10 quarters.
  • Delos Wealth Advisors's Lemonade position peaked at $2K in Q2 2021.
  • 215 funds tracked by Wall St. Rank held Lemonade as of Q4 2023.

Based on Delos Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.