Fortis Advisors’s Lemonade LMND Stock Holding History

Fortis Advisors’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 Q1	–	Sell	-250	Closed	-$3.42K	–	279
2022 Q4	$3.42K	Hold	250	–	–	﹤0.01%	229
2022 Q3	$5K	Hold	250	–	–	﹤0.01%	216
2022 Q2	$5K	Hold	250	–	–	﹤0.01%	239
2022 Q1	$7K	Buy	+250	New	+$7.08K	﹤0.01%	244

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fortis Advisors's LMND Position: Q1 2023 in Review

Fortis Advisors sold out of Lemonade (LMND) in Q1 2023, closing a stake of 250 shares — an estimated $3.42K sold.

Fortis Advisors first reported a position in LMND in Q1 2022 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 216 funds tracked by Wall St. Rank hold LMND as of Q1 2023.

Fortis Advisors reported no remaining Lemonade position as of Q1 2023 after selling out during the quarter.
Fortis Advisors sold 250 Lemonade shares in Q1 2023, an estimated $3.42K.
Fortis Advisors first reported a position in Lemonade in Q1 2022 and held it in 4 quarters.
Fortis Advisors's Lemonade position peaked at $7K in Q1 2022.
216 funds tracked by Wall St. Rank held Lemonade as of Q1 2023.

Based on Fortis Advisors's 13F filing for Q1 2023, filed 9 May 2023.