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McGlone Suttner Wealth Management’s Lemonade LMND Stock Holding History

McGlone Suttner Wealth 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
2024
Q1 		– Sell
-1,851
Closed -$29.9K – 520
2023
Q4 		$29.9K Buy
+1,851
New +$27.9K 0.01% 357

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

McGlone Suttner Wealth Management's LMND Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Lemonade (LMND) in Q1 2024, closing a stake of 1,851 shares — an estimated $29.9K sold.

McGlone Suttner Wealth Management first reported a position in LMND in Q4 2023 and held it in 1 quarter. The position peaked at $29.9K in Q4 2023. 205 funds tracked by Wall St. Rank hold LMND as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Lemonade position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,851 Lemonade shares in Q1 2024, an estimated $29.9K.
  • McGlone Suttner Wealth Management first reported a position in Lemonade in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Lemonade position peaked at $29.9K in Q4 2023.
  • 205 funds tracked by Wall St. Rank held Lemonade as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.