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Independent Financial Group’s Lemonade LMND Stock Holding History

Independent Financial Group’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
-3,903
Closed -$262K – 809
2021
Q3 		$262K Buy
3,903
+713
+22% +$57.5K 0.03% 572
2021
Q2 		$349K Buy
+3,190
New +$290K 0.04% 481

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Independent Financial Group's LMND Position: Q4 2021 in Review

Independent Financial Group sold out of Lemonade (LMND) in Q4 2021, closing a stake of 3,903 shares — an estimated $262K sold.

Independent Financial Group first reported a position in LMND in Q2 2021 and held it in 2 quarters. The position peaked at $349K in Q2 2021. 265 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

  • Independent Financial Group reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 3,903 Lemonade shares in Q4 2021, an estimated $262K.
  • Independent Financial Group first reported a position in Lemonade in Q2 2021 and held it in 2 quarters.
  • Independent Financial Group's Lemonade position peaked at $349K in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.