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Kozak & Associates’s Lemonade LMND Stock Holding History

Kozak & Associates’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
2022
Q3 		– Sell
-133
Closed -$2K – 359
2022
Q2 		$2K Sell
133
-732
-85% -$15.4K ﹤0.01% 339
2022
Q1 		$18K Hold
865
– – 0.01% 216
2021
Q4 		$18K Sell
865
-108
-11% -$6.07K 0.01% 216
2021
Q3 		$60K Buy
+973
New +$78.4K 0.04% 145

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kozak & Associates's LMND Position: Q3 2022 in Review

Kozak & Associates sold out of Lemonade (LMND) in Q3 2022, closing a stake of 133 shares — an estimated $2K sold.

Kozak & Associates first reported a position in LMND in Q3 2021 and held it in 4 quarters. The position peaked at $60K in Q3 2021. 229 funds tracked by Wall St. Rank hold LMND as of Q3 2022.

  • Kozak & Associates reported no remaining Lemonade position as of Q3 2022 after selling out during the quarter.
  • Kozak & Associates sold 133 Lemonade shares in Q3 2022, an estimated $2K.
  • Kozak & Associates first reported a position in Lemonade in Q3 2021 and held it in 4 quarters.
  • Kozak & Associates's Lemonade position peaked at $60K in Q3 2021.
  • 229 funds tracked by Wall St. Rank held Lemonade as of Q3 2022.

Based on Kozak & Associates's 13F filing for Q3 2022, filed 12 Oct 2022.