IEQ Capital’s Lemonade LMND Stock Holding History

IEQ Capital’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	-9,822	Closed	-$658K	–	743
2021 Q3	$658K	Buy	9,822 +1,084	+12%	+$87.4K	0.02%	367
2021 Q2	$956K	Buy	8,738 +3,062	+54%	+$278K	0.03%	260
2021 Q1	$529K	Buy	+5,676	New	+$733K	0.02%	275

Other funds holding LMND

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

IEQ Capital's LMND Position: Q4 2021 in Review

IEQ Capital sold out of Lemonade (LMND) in Q4 2021, closing a stake of 9,822 shares — an estimated $658K sold.

IEQ Capital first reported a position in LMND in Q1 2021 and held it in 3 quarters. The position peaked at $956K in Q2 2021. 265 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

IEQ Capital reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
IEQ Capital sold 9,822 Lemonade shares in Q4 2021, an estimated $658K.
IEQ Capital first reported a position in Lemonade in Q1 2021 and held it in 3 quarters.
IEQ Capital's Lemonade position peaked at $956K in Q2 2021.
265 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on IEQ Capital's 13F filing for Q4 2021, filed 31 Jan 2022.