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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 $18.2B AUM 177.65% 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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Focused Wealth Management's LMND Position: Q1 2024 in Review

Focused Wealth Management sold out of Lemonade (LMND) in Q1 2024, closing a stake of 124 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in LMND in Q2 2021 and held it in 11 quarters. The position peaked at $33K in Q2 2021. 205 funds tracked by Wall St. Rank hold LMND as of Q1 2024.

  • Focused Wealth Management reported no remaining Lemonade position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 124 Lemonade shares in Q1 2024, an estimated $2K.
  • Focused Wealth Management first reported a position in Lemonade in Q2 2021 and held it in 11 quarters.
  • Focused Wealth Management's Lemonade position peaked at $33K in Q2 2021.
  • 205 funds tracked by Wall St. Rank held Lemonade as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.