Navis Wealth Advisors’s Lemonade LMND Stock Holding History

Navis Wealth 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 Q1	–	Sell	-800	Closed	-$98K	–	155
2020 Q4	$98K	Buy	+800	New	+$59K	0.09%	121

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Navis Wealth Advisors's LMND Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Lemonade (LMND) in Q1 2021, closing a stake of 800 shares — an estimated $98K sold.

Navis Wealth Advisors first reported a position in LMND in Q4 2020 and held it in 1 quarter. The position peaked at $98K in Q4 2020. 300 funds tracked by Wall St. Rank hold LMND as of Q1 2021.

Navis Wealth Advisors reported no remaining Lemonade position as of Q1 2021 after selling out during the quarter.
Navis Wealth Advisors sold 800 Lemonade shares in Q1 2021, an estimated $98K.
Navis Wealth Advisors first reported a position in Lemonade in Q4 2020 and held it in 1 quarter.
Navis Wealth Advisors's Lemonade position peaked at $98K in Q4 2020.
300 funds tracked by Wall St. Rank held Lemonade as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.