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Financial Perspectives’s Lemonade LMND Stock Holding History

Financial Perspectives’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
-412
Closed -$23.2K – 666
2021
Q3 		$27.6K Hold
412
– – 0.01% 319
2021
Q2 		$45.1K Sell
412
-37,958
-99% -$3.45M 0.02% 267
2021
Q1 		$412K Buy
38,370
+38,255
+33,265% +$4.94M 0.02% 312
2020
Q4 		$14.1K Buy
+115
New +$8.48K 0.01% 369

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Financial Perspectives's LMND Position: Q4 2021 in Review

Financial Perspectives sold out of Lemonade (LMND) in Q4 2021, closing a stake of 412 shares — an estimated $23.2K sold.

Financial Perspectives first reported a position in LMND in Q4 2020 and held it in 4 quarters. The position peaked at $412K in Q1 2021. 265 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

  • Financial Perspectives reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
  • Financial Perspectives sold 412 Lemonade shares in Q4 2021, an estimated $23.2K.
  • Financial Perspectives first reported a position in Lemonade in Q4 2020 and held it in 4 quarters.
  • Financial Perspectives's Lemonade position peaked at $412K in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Financial Perspectives's 13F filing for Q4 2021, filed 10 Jan 2024.