RDIA
LMND icon

RE Dickinson Investment Advisors’s Lemonade LMND Stock Holding History

RE Dickinson Investment 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
2023
Q4 		– Sell
-90
Closed -$1K – 251
2023
Q3 		$1K Hold
90
– – ﹤0.01% 253
2023
Q2 		$2K Hold
90
– – ﹤0.01% 338
2023
Q1 		$1K Hold
90
– – ﹤0.01% 384
2022
Q4 		$1K Hold
90
– – ﹤0.01% 370
2022
Q3 		$2K Hold
90
– – ﹤0.01% 218
2022
Q2 		$2 Hold
90
– – ﹤0.01% 249
2022
Q1 		$2K Buy
90
+10
+13% +$283 ﹤0.01% 260
2021
Q4 		$3K Buy
+80
New +$4.5K ﹤0.01% 239

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

RE Dickinson Investment Advisors's LMND Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of Lemonade (LMND) in Q4 2023, closing a stake of 90 shares — an estimated $1K sold.

RE Dickinson Investment Advisors first reported a position in LMND in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 215 funds tracked by Wall St. Rank hold LMND as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining Lemonade position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 90 Lemonade shares in Q4 2023, an estimated $1K.
  • RE Dickinson Investment Advisors first reported a position in Lemonade in Q4 2021 and held it in 8 quarters.
  • RE Dickinson Investment Advisors's Lemonade position peaked at $3K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Lemonade as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.