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Mark Sheptoff Financial Planning’s Lemonade LMND Stock Holding History

Mark Sheptoff 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
2022
Q2 		– Sell
-400
Closed -$11K – 408
2022
Q1 		$11K Hold
400
– – 0.01% 291
2021
Q4 		$17K Hold
400
– – 0.01% 272
2021
Q3 		$27K Hold
400
– – 0.01% 223
2021
Q2 		$44K Hold
400
– – 0.02% 201
2021
Q1 		$37K Sell
400
-450
-53% -$58.1K 0.02% 188
2020
Q4 		$104K Buy
+850
New +$62.7K 0.06% 129

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's LMND Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Lemonade (LMND) in Q2 2022, closing a stake of 400 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in LMND in Q4 2020 and held it in 6 quarters. The position peaked at $104K in Q4 2020. 216 funds tracked by Wall St. Rank hold LMND as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Lemonade position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 Lemonade shares in Q2 2022, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in Lemonade in Q4 2020 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's Lemonade position peaked at $104K in Q4 2020.
  • 216 funds tracked by Wall St. Rank held Lemonade as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.