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Planning Capital Management Corporation’s Lemonade LMND Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$6.6K Buy
400
+150
+60% +$2.75K ﹤0.01% 484
2024
Q2 		$4.13K Hold
250
– – ﹤0.01% 476
2024
Q1 		$4.1K Hold
250
– – ﹤0.01% 499
2023
Q4 		$4.03K Buy
+250
New +$3.77K ﹤0.01% 509

Other funds holding LMND

SoftBank Group
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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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Planning Capital Management Corporation's LMND Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Lemonade (LMND) stake by 60% in Q3 2024, buying an estimated $2.75K and bringing the position to 400 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Planning Capital Management Corporation first reported a position in LMND in Q4 2023 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold LMND as of Q3 2024.

  • Planning Capital Management Corporation held 400 shares of Lemonade worth $6.6K as of Q3 2024.
  • Planning Capital Management Corporation bought 150 Lemonade shares in Q3 2024, an estimated $2.75K.
  • Lemonade made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #484 holding.
  • Planning Capital Management Corporation first reported a position in Lemonade in Q4 2023 and has held it in 4 quarters since.
  • 223 funds tracked by Wall St. Rank held Lemonade as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.