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Navigation Wealth Management’s Lemonade LMND Stock Holding History

Navigation 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
2022
Q4 		– Sell
-3
Closed – – 24
2022
Q3 		$0 Hold
3
– – ﹤0.01% 37
2022
Q2 		$0 Hold
3
– – ﹤0.01% 39
2022
Q1 		$0 Buy
+3
New +$85 ﹤0.01% 53
2021
Q4 		– Sell
-3
Closed -$1K – 73
2021
Q3 		$1K Hold
3
– – 0.01% 85
2021
Q2 		$0 Hold
3
– – ﹤0.01% 81
2021
Q1 		$0 Buy
+3
New +$387 ﹤0.01% 57

Other funds holding LMND

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

Navigation Wealth Management's LMND Position: Q4 2022 in Review

Navigation Wealth Management sold out of Lemonade (LMND) in Q4 2022, closing a stake of 3 shares.

Navigation Wealth Management first reported a position in LMND in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 225 funds tracked by Wall St. Rank hold LMND as of Q4 2022.

  • Navigation Wealth Management reported no remaining Lemonade position as of Q4 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 3 Lemonade shares in Q4 2022.
  • Navigation Wealth Management first reported a position in Lemonade in Q1 2021 and held it in 6 quarters.
  • Navigation Wealth Management's Lemonade position peaked at $1K in Q3 2021.
  • 225 funds tracked by Wall St. Rank held Lemonade as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.