Howe & Rusling’s Lemonade LMND Stock Holding History

Howe & Rusling’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
2021 Q4	–	Sell	-50	Closed	-$3K	–	1038
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	783
2021 Q2	$5K	Sell	50 -17	-25%	-$1.54K	﹤0.01%	626
2021 Q1	$6K	Buy	67 +17	+34%	+$2.2K	﹤0.01%	580
2020 Q4	$6K	Buy	+50	New	+$3.69K	﹤0.01%	575

Other funds holding LMND

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Howe & Rusling's LMND Position: Q4 2021 in Review

Howe & Rusling sold out of Lemonade (LMND) in Q4 2021, closing a stake of 50 shares — an estimated $3K sold.

Howe & Rusling first reported a position in LMND in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2021. 266 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

Howe & Rusling reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
Howe & Rusling sold 50 Lemonade shares in Q4 2021, an estimated $3K.
Howe & Rusling first reported a position in Lemonade in Q4 2020 and held it in 4 quarters.
Howe & Rusling's Lemonade position peaked at $6K in Q1 2021.
266 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.