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Institutional & Family Asset Management’s Lemonade LMND Stock Holding History

Institutional & Family Asset Management’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
Q2 		– Sell
-60
Closed -$6K – 985
2021
Q1 		$6K Buy
60
+35
+140% +$4.52K ﹤0.01% 659
2020
Q4 		$3K Buy
+25
New +$1.84K ﹤0.01% 710

Other funds holding LMND

SoftBank Group
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Institutional & Family Asset Management's LMND Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Lemonade (LMND) in Q2 2021, closing a stake of 60 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in LMND in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 315 funds tracked by Wall St. Rank hold LMND as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Lemonade position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 60 Lemonade shares in Q2 2021, an estimated $6K.
  • Institutional & Family Asset Management first reported a position in Lemonade in Q4 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Lemonade position peaked at $6K in Q1 2021.
  • 315 funds tracked by Wall St. Rank held Lemonade as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.