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Money Concepts Capital’s Lemonade LMND Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-233
Closed -$3.19K – 1863
2022
Q4 		$3.19K Buy
+233
New +$4.61K ﹤0.01% 2532
2022
Q2 		– Sell
-70
Closed -$2K – 2124
2022
Q1 		$2K Buy
+70
New +$1.98K ﹤0.01% 2460

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Money Concepts Capital's LMND Position: Q1 2023 in Review

Money Concepts Capital sold out of Lemonade (LMND) in Q1 2023, closing a stake of 233 shares — an estimated $3.19K sold.

Money Concepts Capital first reported a position in LMND in Q1 2022 and held it in 2 quarters. The position peaked at $3.19K in Q4 2022. 216 funds tracked by Wall St. Rank hold LMND as of Q1 2023.

  • Money Concepts Capital reported no remaining Lemonade position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 233 Lemonade shares in Q1 2023, an estimated $3.19K.
  • Money Concepts Capital first reported a position in Lemonade in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Lemonade position peaked at $3.19K in Q4 2022.
  • 216 funds tracked by Wall St. Rank held Lemonade as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.