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Plante Moran Financial Advisors’s Lemonade LMND Stock Holding History

Plante Moran Financial 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
2024
Q2 		– Sell
-70
Closed -$1.15K – 842
2024
Q1 		$1.15K Buy
+70
New +$1.18K ﹤0.01% 781
2021
Q4 		– Sell
-1,500
Closed -$101K – 1059
2021
Q3 		$101K Hold
1,500
– – 0.02% 270
2021
Q2 		$164K Buy
+1,500
New +$136K 0.04% 197

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BlackRock
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Geode Capital Management
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State Street
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D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
HFF
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Legal & General Group
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Plante Moran Financial Advisors's LMND Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Lemonade (LMND) in Q2 2024, closing a stake of 70 shares — an estimated $1.15K sold.

Plante Moran Financial Advisors first reported a position in LMND in Q2 2021 and held it in 3 quarters. The position peaked at $164K in Q2 2021. 214 funds tracked by Wall St. Rank hold LMND as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Lemonade position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 70 Lemonade shares in Q2 2024, an estimated $1.15K.
  • Plante Moran Financial Advisors first reported a position in Lemonade in Q2 2021 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Lemonade position peaked at $164K in Q2 2021.
  • 214 funds tracked by Wall St. Rank held Lemonade as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.