HGWM
LMND icon

Harvest Group Wealth Management’s Lemonade LMND Stock Holding History

Harvest Group 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
2020
Q4 		– Sell
-40
Closed -$2K – 756
2020
Q3 		$2K Buy
+40
New +$2.51K ﹤0.01% 355

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SIVVM
SC Israel Venture V Management Herzelia, Israel $373M AUM
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harvest Group Wealth Management's LMND Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Lemonade (LMND) in Q4 2020, closing a stake of 40 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in LMND in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 238 funds tracked by Wall St. Rank hold LMND as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Lemonade position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 40 Lemonade shares in Q4 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Lemonade in Q3 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Lemonade position peaked at $2K in Q3 2020.
  • 238 funds tracked by Wall St. Rank held Lemonade as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.