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Evoke Wealth’s Lemonade LMND Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-123
Closed -$3K – 799
2022
Q3 		$3K Hold
123
– – ﹤0.01% 975
2022
Q2 		$2K Buy
123
+40
+48% +$843 ﹤0.01% 1052
2022
Q1 		$2K Buy
+83
New +$2.35K ﹤0.01% 1047
2021
Q1 		– Sell
-305
Closed -$37K – 1190
2020
Q4 		$37K Buy
+305
New +$22.5K ﹤0.01% 406

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's LMND Position: Q4 2022 in Review

Evoke Wealth sold out of Lemonade (LMND) in Q4 2022, closing a stake of 123 shares — an estimated $3K sold.

Evoke Wealth first reported a position in LMND in Q4 2020 and held it in 4 quarters. The position peaked at $37K in Q4 2020. 225 funds tracked by Wall St. Rank hold LMND as of Q4 2022.

  • Evoke Wealth reported no remaining Lemonade position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 123 Lemonade shares in Q4 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Lemonade in Q4 2020 and held it in 4 quarters.
  • Evoke Wealth's Lemonade position peaked at $37K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held Lemonade as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.