NewEdge Advisors’s Lemonade LMND Stock Holding History

NewEdge 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
2026 Q1	$402K	Sell	6,420 -9,696	-60%	-$671K	﹤0.01%	2147
2025 Q4	$1.15M	Buy	16,116 +5,585	+53%	+$375K	﹤0.01%	1400
2025 Q3	$564K	Sell	10,531 -5,344	-34%	-$261K	﹤0.01%	1744
2025 Q2	$695K	Buy	15,875 +14,761	+1,325%	+$492K	﹤0.01%	1500
2025 Q1	$35K	Buy	+1,114	New	+$38.3K	﹤0.01%	2673
2024 Q4	–	Sell	-500	Closed	-$8.24K	–	3967
2024 Q3	$8.24K	Sell	500 -50	-9%	-$917	﹤0.01%	3001
2024 Q2	$9.07K	Buy	550 +50	+10%	+$834	﹤0.01%	2887
2024 Q1	$8.21K	Sell	500 -250	-33%	-$4.2K	﹤0.01%	2958
2023 Q4	$12.1K	Hold	750	–	–	﹤0.01%	2770
2023 Q3	$8.71K	Sell	750 -29	-4%	-$465	﹤0.01%	2621
2023 Q2	$13.1K	Hold	779	–	–	﹤0.01%	2521
2023 Q1	$11.1K	Sell	779 -1,215	-61%	-$18.5K	﹤0.01%	2533
2022 Q4	$11.6K	Buy	+1,994	New	+$39.4K	﹤0.01%	2322

Other funds holding LMND

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

JP Morgan Chase

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return