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Next Financial Group’s Lemonade LMND Stock Holding History

Next Financial Group’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 		$547K Buy
12,985
+5,386
+71% +$303K 0.04% 508
2021
Q3 		$509K Buy
7,599
+435
+6% +$35.1K 0.04% 460
2021
Q2 		$784K Buy
7,164
+2,336
+48% +$212K 0.06% 322
2021
Q1 		$450K Buy
4,828
+3,651
+310% +$472K 0.04% 461
2020
Q4 		$144K Buy
+1,177
New +$86.8K 0.01% 838

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

Next Financial Group's LMND Position: Q4 2021 in Review

Next Financial Group increased its Lemonade (LMND) stake by 71% in Q4 2021, buying an estimated $303K and bringing the position to 12,985 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #508.

Next Financial Group first reported a position in LMND in Q4 2020 and has held it in 5 quarters since. The position peaked at $784K in Q2 2021. 265 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

  • Next Financial Group held 12,985 shares of Lemonade worth $547K as of Q4 2021.
  • Next Financial Group bought 5,386 Lemonade shares in Q4 2021, an estimated $303K.
  • Lemonade made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #508 holding.
  • Next Financial Group first reported a position in Lemonade in Q4 2020 and has held it in 5 quarters since.
  • Next Financial Group's Lemonade position peaked at $784K in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.