Dynamic Advisor Solutions’s Lemonade LMND Stock Holding History

Dynamic Advisor Solutions’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	-8,296	Closed	-$556K	–	768
2021 Q3	$556K	Buy	+8,296	New	+$669K	0.04%	415

Other funds holding LMND

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

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

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

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

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

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

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

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

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

Dynamic Advisor Solutions's LMND Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of Lemonade (LMND) in Q4 2021, closing a stake of 8,296 shares — an estimated $556K sold.

Dynamic Advisor Solutions first reported a position in LMND in Q3 2021 and held it in 1 quarter. The position peaked at $556K in Q3 2021. 265 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

Dynamic Advisor Solutions reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 8,296 Lemonade shares in Q4 2021, an estimated $556K.
Dynamic Advisor Solutions first reported a position in Lemonade in Q3 2021 and held it in 1 quarter.
Dynamic Advisor Solutions's Lemonade position peaked at $556K in Q3 2021.
265 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.