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
2023 Q3	–	Sell	-10,000	Closed	-$4.5K	–	1076
2023 Q2	$4.5K	Buy	+10,000	New	+$156K	﹤0.01%	696

Other funds holding LMND

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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 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.