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Phoenix Financial’s Lemonade LMND Stock Holding History

Phoenix Financial’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
-10,666
Closed -$226K – 316
2022
Q3 		$226K Sell
10,666
-41,689
-80% -$947K 0.01% 303
2022
Q2 		$940K Buy
52,355
+23,862
+84% +$503K 0.02% 231
2022
Q1 		$753K Sell
28,493
-3,179
-10% -$90K 0.01% 271
2021
Q4 		$1.34M Buy
31,672
+4,550
+17% +$256K 0.02% 226
2021
Q3 		$1.79M Buy
27,122
+935
+4% +$75.4K 0.03% 220
2021
Q2 		$2.9M Buy
26,187
+3,176
+14% +$288K 0.06% 185
2021
Q1 		$2.1M Sell
23,011
-48,400
-68% -$6.25M 0.05% 216
2020
Q4 		$9.17M Buy
+71,411
New +$5.27M 0.25% 111

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial's LMND Position: Q4 2022 in Review

Phoenix Financial sold out of Lemonade (LMND) in Q4 2022, closing a stake of 10,666 shares — an estimated $226K sold.

Phoenix Financial first reported a position in LMND in Q4 2020 and held it in 8 quarters. The position peaked at $9.17M in Q4 2020. 224 funds tracked by Wall St. Rank hold LMND as of Q4 2022.

  • Phoenix Financial reported no remaining Lemonade position as of Q4 2022 after selling out during the quarter.
  • Phoenix Financial sold 10,666 Lemonade shares in Q4 2022, an estimated $226K.
  • Phoenix Financial first reported a position in Lemonade in Q4 2020 and held it in 8 quarters.
  • Phoenix Financial's Lemonade position peaked at $9.17M in Q4 2020.
  • 224 funds tracked by Wall St. Rank held Lemonade as of Q4 2022.

Based on Phoenix Financial's 13F filing for Q4 2022, filed 13 Feb 2023.