RFA
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Reilly Financial Advisors’s Lemonade LMND Stock Holding History

Reilly 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
2021
Q4 		$5K Buy
+109
New +$6.13K ﹤0.01% 838
2021
Q3 		– Sell
-54
Closed -$6K – 991
2021
Q2 		$6K Buy
54
+44
+440% +$4K ﹤0.01% 770
2021
Q1 		$1K Sell
10
-5
-33% -$646 ﹤0.01% 992
2020
Q4 		$2K Buy
+15
New +$1.11K ﹤0.01% 802

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

Reilly Financial Advisors's LMND Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Lemonade (LMND) in Q4 2021: 109 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in LMND as recently as Q2 2021.

Reilly Financial Advisors first reported a position in LMND in Q4 2020 and has held it in 4 quarters since. The position peaked at $6K in Q2 2021. 266 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

  • Reilly Financial Advisors held 109 shares of Lemonade worth $5K as of Q4 2021.
  • Lemonade was a new Reilly Financial Advisors position in Q4 2021.
  • Lemonade made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #838 holding.
  • Reilly Financial Advisors first reported a position in Lemonade in Q4 2020 and has held it in 4 quarters since.
  • Reilly Financial Advisors's Lemonade position peaked at $6K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.