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Mezzasalma Advisors’s Lemonade LMND Stock Holding History

Mezzasalma 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
Q4 		– Sell
-12,632
Closed -$846K – 100
2021
Q3 		$846K Hold
12,632
– – 0.48% 40
2021
Q2 		$1.38M Buy
12,632
+62
+0.5% +$5.63K 0.76% 31
2021
Q1 		$1.17M Buy
+12,570
New +$1.62M 0.75% 29

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mezzasalma Advisors's LMND Position: Q4 2021 in Review

Mezzasalma Advisors sold out of Lemonade (LMND) in Q4 2021, closing a stake of 12,632 shares — an estimated $846K sold.

Mezzasalma Advisors first reported a position in LMND in Q1 2021 and held it in 3 quarters. The position peaked at $1.38M in Q2 2021. 265 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

  • Mezzasalma Advisors reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
  • Mezzasalma Advisors sold 12,632 Lemonade shares in Q4 2021, an estimated $846K.
  • Mezzasalma Advisors first reported a position in Lemonade in Q1 2021 and held it in 3 quarters.
  • Mezzasalma Advisors's Lemonade position peaked at $1.38M in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Mezzasalma Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.