EWA
LMND icon

Evolution Wealth Advisors’s Lemonade LMND Stock Holding History

Evolution 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
2021
Q1 		– Sell
-275
Closed -$34K – 655
2020
Q4 		$34K Buy
275
+25
+10% +$1.84K 0.01% 210
2020
Q3 		$12K Buy
+250
New +$15.7K ﹤0.01% 331

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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Evolution Wealth Advisors's LMND Position: Q1 2021 in Review

Evolution Wealth Advisors sold out of Lemonade (LMND) in Q1 2021, closing a stake of 275 shares — an estimated $34K sold.

Evolution Wealth Advisors first reported a position in LMND in Q3 2020 and held it in 2 quarters. The position peaked at $34K in Q4 2020. 300 funds tracked by Wall St. Rank hold LMND as of Q1 2021.

  • Evolution Wealth Advisors reported no remaining Lemonade position as of Q1 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 275 Lemonade shares in Q1 2021, an estimated $34K.
  • Evolution Wealth Advisors first reported a position in Lemonade in Q3 2020 and held it in 2 quarters.
  • Evolution Wealth Advisors's Lemonade position peaked at $34K in Q4 2020.
  • 300 funds tracked by Wall St. Rank held Lemonade as of Q1 2021.

Based on Evolution Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.