First Mercantile Trust’s Lemonade LMND Stock Holding History

First Mercantile Trust’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 Q3	$134K	Sell	2,000 -2,000	-50%	-$161K	0.02%	560
2021 Q2	$438K	Sell	4,000 -100	-2%	-$9.08K	0.05%	209
2021 Q1	$382K	Hold	4,100	–	–	0.04%	235
2020 Q4	$502K	Buy	4,100 +800	+24%	+$59K	0.06%	186
2020 Q3	$217K	Buy	+3,300	New	+$207K	0.03%	383

Other funds holding LMND

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Mercantile Trust's LMND Position: Q3 2021 in Review

First Mercantile Trust reduced its Lemonade (LMND) stake by 50% in Q3 2021, selling an estimated $161K and leaving 2,000 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #560.

First Mercantile Trust first reported a position in LMND in Q3 2020 and has held it in 5 quarters since. The position peaked at $502K in Q4 2020. 287 funds tracked by Wall St. Rank hold LMND as of Q3 2021.

First Mercantile Trust held 2,000 shares of Lemonade worth $134K as of Q3 2021.
First Mercantile Trust sold 2,000 Lemonade shares in Q3 2021, an estimated $161K.
Lemonade made up 0.02% of First Mercantile Trust's portfolio in Q3 2021, its #560 holding.
First Mercantile Trust first reported a position in Lemonade in Q3 2020 and has held it in 5 quarters since.
First Mercantile Trust's Lemonade position peaked at $502K in Q4 2020.
287 funds tracked by Wall St. Rank held Lemonade as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.