EWM
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Executive Wealth Management’s Lemonade LMND Stock Holding History

Executive Wealth Management’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
Q2 		– Sell
-2,227
Closed -$207K – 200
2021
Q1 		$207K Buy
+2,227
New +$288K 0.02% 184

Other funds holding LMND

SoftBank Group
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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
JP Morgan Chase
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
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
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Executive Wealth Management's LMND Position: Q2 2021 in Review

Executive Wealth Management sold out of Lemonade (LMND) in Q2 2021, closing a stake of 2,227 shares — an estimated $207K sold.

Executive Wealth Management first reported a position in LMND in Q1 2021 and held it in 1 quarter. The position peaked at $207K in Q1 2021. 315 funds tracked by Wall St. Rank hold LMND as of Q2 2021.

  • Executive Wealth Management reported no remaining Lemonade position as of Q2 2021 after selling out during the quarter.
  • Executive Wealth Management sold 2,227 Lemonade shares in Q2 2021, an estimated $207K.
  • Executive Wealth Management first reported a position in Lemonade in Q1 2021 and held it in 1 quarter.
  • Executive Wealth Management's Lemonade position peaked at $207K in Q1 2021.
  • 315 funds tracked by Wall St. Rank held Lemonade as of Q2 2021.

Based on Executive Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.