HeadInvest LLC’s Lemonade LMND Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-300	Closed	-$3.43K	–	483
2023 Q3	$3.43K	Buy	+300	New	+$4.81K	﹤0.01%	644

Other funds holding LMND

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

HeadInvest LLC's LMND Position: Q4 2023 in Review

HeadInvest LLC sold out of Lemonade (LMND) in Q4 2023, closing a stake of 300 shares — an estimated $3.43K sold.

HeadInvest LLC first reported a position in LMND in Q3 2023 and held it in 1 quarter. The position peaked at $3.43K in Q3 2023. 215 funds tracked by Wall St. Rank hold LMND as of Q4 2023.

HeadInvest LLC reported no remaining Lemonade position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 300 Lemonade shares in Q4 2023, an estimated $3.43K.
HeadInvest LLC first reported a position in Lemonade in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Lemonade position peaked at $3.43K in Q3 2023.
215 funds tracked by Wall St. Rank held Lemonade as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.