J.W. Cole Advisors’s Lemonade LMND Stock Holding History

J.W. Cole Advisors’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 Q1	–	Sell	-2,125	Closed	-$260K	–	689
2020 Q4	$260K	Buy	+2,125	New	+$157K	0.03%	514

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

GCGM

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

J.W. Cole Advisors's LMND Position: Q1 2021 in Review

J.W. Cole Advisors sold out of Lemonade (LMND) in Q1 2021, closing a stake of 2,125 shares — an estimated $260K sold.

J.W. Cole Advisors first reported a position in LMND in Q4 2020 and held it in 1 quarter. The position peaked at $260K in Q4 2020. 300 funds tracked by Wall St. Rank hold LMND as of Q1 2021.

J.W. Cole Advisors reported no remaining Lemonade position as of Q1 2021 after selling out during the quarter.
J.W. Cole Advisors sold 2,125 Lemonade shares in Q1 2021, an estimated $260K.
J.W. Cole Advisors first reported a position in Lemonade in Q4 2020 and held it in 1 quarter.
J.W. Cole Advisors's Lemonade position peaked at $260K in Q4 2020.
300 funds tracked by Wall St. Rank held Lemonade as of Q1 2021.

Based on J.W. Cole Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.