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Rockbridge Investment Management’s Lemonade LMND Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-5
Closed -$81 – 403
2023
Q4 		$81 Buy
+5
New +$75 ﹤0.01% 655
2022
Q3 		– Sell
-20
Closed -$366 – 381
2022
Q2 		$366 Hold
20
– – ﹤0.01% 611
2022
Q1 		$561 Sell
20
-20
-50% -$566 ﹤0.01% 761
2021
Q4 		$2K Hold
40
– – ﹤0.01% 731
2021
Q3 		$3K Buy
40
+20
+100% +$1.61K ﹤0.01% 647
2021
Q2 		$2K Hold
20
– – ﹤0.01% 676
2021
Q1 		$2K Buy
+20
New +$2.58K ﹤0.01% 653

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Rockbridge Investment Management's LMND Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Lemonade (LMND) in Q1 2024, closing a stake of 5 shares — an estimated $81 sold.

Rockbridge Investment Management first reported a position in LMND in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 205 funds tracked by Wall St. Rank hold LMND as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Lemonade position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 5 Lemonade shares in Q1 2024, an estimated $81.
  • Rockbridge Investment Management first reported a position in Lemonade in Q1 2021 and held it in 7 quarters.
  • Rockbridge Investment Management's Lemonade position peaked at $3K in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Lemonade as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.