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Gilliland Jeter Wealth Management’s Lemonade LMND Stock Holding History

Gilliland Jeter 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
Q4 		– Sell
-28
Closed -$462 – 442
2024
Q3 		$462 Hold
28
– – ﹤0.01% 645
2024
Q2 		$462 Hold
28
– – ﹤0.01% 656
2024
Q1 		$459 Buy
+28
New +$471 ﹤0.01% 610

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 40.91% 1-Year Est. Return

Gilliland Jeter Wealth Management's LMND Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Lemonade (LMND) in Q4 2024, closing a stake of 28 shares — an estimated $462 sold.

Gilliland Jeter Wealth Management first reported a position in LMND in Q1 2024 and held it in 3 quarters. The position peaked at $462 in Q3 2024. 268 funds tracked by Wall St. Rank hold LMND as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Lemonade position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 28 Lemonade shares in Q4 2024, an estimated $462.
  • Gilliland Jeter Wealth Management first reported a position in Lemonade in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Lemonade position peaked at $462 in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Lemonade as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.