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Financial Advocates Investment Management’s Lemonade LMND Stock Holding History

Financial Advocates Investment 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
2022
Q1 		– Sell
-5,784
Closed -$244K – 777
2021
Q4 		$244K Sell
5,784
-820
-12% -$46.1K 0.02% 675
2021
Q3 		$443K Sell
6,604
-223
-3% -$18K 0.03% 498
2021
Q2 		$747K Buy
6,827
+66
+1% +$5.99K 0.05% 380
2021
Q1 		$630K Buy
6,761
+253
+4% +$32.7K 0.04% 426
2020
Q4 		$797K Buy
+6,508
New +$480K 0.05% 348

Other funds holding LMND

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Baillie Gifford & Co
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Advocates Investment Management's LMND Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Lemonade (LMND) in Q1 2022, closing a stake of 5,784 shares — an estimated $244K sold.

Financial Advocates Investment Management first reported a position in LMND in Q4 2020 and held it in 5 quarters. The position peaked at $797K in Q4 2020. 237 funds tracked by Wall St. Rank hold LMND as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining Lemonade position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,784 Lemonade shares in Q1 2022, an estimated $244K.
  • Financial Advocates Investment Management first reported a position in Lemonade in Q4 2020 and held it in 5 quarters.
  • Financial Advocates Investment Management's Lemonade position peaked at $797K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Lemonade as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.