FWM
LMND icon

Focused Wealth Management’s Lemonade LMND Stock Holding History

Focused 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
2024
Q1 		– Sell
-124
Closed -$2K – 616
2023
Q4 		$2K Hold
124
– – ﹤0.01% 774
2023
Q3 		$1.44K Hold
124
– – ﹤0.01% 809
2023
Q2 		$2.09K Hold
124
– – ﹤0.01% 796
2023
Q1 		$1.77K Hold
124
– – ﹤0.01% 807
2022
Q4 		$1.7K Hold
124
– – ﹤0.01% 798
2022
Q3 		$3K Hold
124
– – ﹤0.01% 707
2022
Q2 		$2K Hold
124
– – ﹤0.01% 740
2022
Q1 		$3K Hold
124
– – ﹤0.01% 749
2021
Q4 		$5K Sell
124
-177
-59% -$9.95K ﹤0.01% 702
2021
Q3 		$20K Hold
301
– – ﹤0.01% 510
2021
Q2 		$33K Buy
+301
New +$27.3K 0.01% 434

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return