Independent Advisor Alliance
LMND icon

Independent Advisor Alliance’s Lemonade LMND Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-3,154
Closed -$345K – 658
2021
Q2 		$345K Buy
3,154
+44
+1% +$4K 0.02% 475
2021
Q1 		$290K Buy
+3,110
New +$402K 0.02% 490

Other funds holding LMND

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Independent Advisor Alliance's LMND Position: Q3 2021 in Review

Independent Advisor Alliance sold out of Lemonade (LMND) in Q3 2021, closing a stake of 3,154 shares — an estimated $345K sold.

Independent Advisor Alliance first reported a position in LMND in Q1 2021 and held it in 2 quarters. The position peaked at $345K in Q2 2021. 287 funds tracked by Wall St. Rank hold LMND as of Q3 2021.

  • Independent Advisor Alliance reported no remaining Lemonade position as of Q3 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,154 Lemonade shares in Q3 2021, an estimated $345K.
  • Independent Advisor Alliance first reported a position in Lemonade in Q1 2021 and held it in 2 quarters.
  • Independent Advisor Alliance's Lemonade position peaked at $345K in Q2 2021.
  • 287 funds tracked by Wall St. Rank held Lemonade as of Q3 2021.

Based on Independent Advisor Alliance's 13F filing for Q3 2021, filed 1 Nov 2021.