Rise Advisors’s Lemonade LMND Stock Holding History

Rise 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
2025 Q4	–	Sell	-46	Closed	-$2.46K	–	851
2025 Q3	$2.46K	Hold	46	–	–	﹤0.01%	1177
2025 Q2	$2.02K	Buy	46 +32	+229%	+$1.07K	﹤0.01%	1197
2025 Q1	$440	Hold	14	–	–	﹤0.01%	1395
2024 Q4	$514	Sell	14 -26	-65%	-$830	﹤0.01%	1098
2024 Q3	$660	Sell	40 -40	-50%	-$734	﹤0.01%	1183
2024 Q2	$1.32K	Sell	80 -106	-57%	-$1.77K	﹤0.01%	1142
2024 Q1	$3.05K	Sell	186 -35	-16%	-$588	﹤0.01%	1114
2023 Q4	$3.56K	Sell	221 -276	-56%	-$4.16K	﹤0.01%	415
2023 Q3	$5.78K	Sell	497 -100	-17%	-$1.6K	﹤0.01%	367
2023 Q2	$10.1K	Sell	597 -36	-6%	-$563	0.01%	338
2023 Q1	$9.03K	Hold	633	–	–	0.01%	378
2022 Q4	$8.66K	Hold	633	–	–	0.01%	369
2022 Q3	$13K	Buy	633 +36	+6%	+$818	0.01%	297
2022 Q2	$11K	Buy	597 +100	+20%	+$2.11K	0.01%	332
2022 Q1	$13K	Buy	497 +207	+71%	+$5.86K	0.01%	298
2021 Q4	$12.2K	Buy	+290	New	+$16.3K	0.01%	300

Other funds holding LMND

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return