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Glassman Wealth Services’s Lemonade LMND Stock Holding History

Glassman Wealth Services’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
-30
Closed -$484 – 1087
2023
Q4 		$484 Hold
30
– – ﹤0.01% 1723
2023
Q3 		$349 Sell
30
-56
-65% -$898 ﹤0.01% 1802
2023
Q2 		$1.45K Buy
86
+54
+169% +$845 ﹤0.01% 1345
2023
Q1 		$456 Buy
32
+2
+7% +$30 ﹤0.01% 1635
2022
Q4 		$410 Hold
30
– – ﹤0.01% 1665
2022
Q3 		$1K Hold
30
– – ﹤0.01% 1445
2022
Q2 		$1K Hold
30
– – ﹤0.01% 1457
2022
Q1 		$1K Buy
+30
New +$850 ﹤0.01% 1435
2021
Q4 		– Sell
-30
Closed -$2K – 1784
2021
Q3 		$2K Hold
30
– – ﹤0.01% 1184
2021
Q2 		$3K Hold
30
– – ﹤0.01% 1064
2021
Q1 		$3K Buy
+30
New +$3.88K ﹤0.01% 1005

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

Glassman Wealth Services's LMND Position: Q1 2024 in Review

Glassman Wealth Services sold out of Lemonade (LMND) in Q1 2024, closing a stake of 30 shares — an estimated $484 sold.

Glassman Wealth Services first reported a position in LMND in Q1 2021 and held it in 11 quarters. The position peaked at $3K in Q2 2021. 205 funds tracked by Wall St. Rank hold LMND as of Q1 2024.

  • Glassman Wealth Services reported no remaining Lemonade position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 30 Lemonade shares in Q1 2024, an estimated $484.
  • Glassman Wealth Services first reported a position in Lemonade in Q1 2021 and held it in 11 quarters.
  • Glassman Wealth Services's Lemonade position peaked at $3K in Q2 2021.
  • 205 funds tracked by Wall St. Rank held Lemonade as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.