Keener Financial Planning’s Lemonade LMND Stock Holding History

Keener Financial Planning’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
2024 Q1	–	Sell	-207	Closed	-$3K	–	205
2023 Q4	$3K	Buy	+207	New	+$3.12K	﹤0.01%	174

Other funds holding LMND

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Keener Financial Planning's LMND Position: Q1 2024 in Review

Keener Financial Planning sold out of Lemonade (LMND) in Q1 2024, closing a stake of 207 shares — an estimated $3K sold.

Keener Financial Planning first reported a position in LMND in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 205 funds tracked by Wall St. Rank hold LMND as of Q1 2024.

Keener Financial Planning reported no remaining Lemonade position as of Q1 2024 after selling out during the quarter.
Keener Financial Planning sold 207 Lemonade shares in Q1 2024, an estimated $3K.
Keener Financial Planning first reported a position in Lemonade in Q4 2023 and held it in 1 quarter.
Keener Financial Planning's Lemonade position peaked at $3K in Q4 2023.
205 funds tracked by Wall St. Rank held Lemonade as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.