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Selective Wealth Management’s Lemonade LMND Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-1,000
Closed -$21K – 463
2022
Q3 		$21K Hold
1,000
– – 0.01% 420
2022
Q2 		$18K Buy
+1,000
New +$21.1K 0.01% 482

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selective Wealth Management's LMND Position: Q4 2022 in Review

Selective Wealth Management sold out of Lemonade (LMND) in Q4 2022, closing a stake of 1,000 shares — an estimated $21K sold.

Selective Wealth Management first reported a position in LMND in Q2 2022 and held it in 2 quarters. The position peaked at $21K in Q3 2022. 225 funds tracked by Wall St. Rank hold LMND as of Q4 2022.

  • Selective Wealth Management reported no remaining Lemonade position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,000 Lemonade shares in Q4 2022, an estimated $21K.
  • Selective Wealth Management first reported a position in Lemonade in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's Lemonade position peaked at $21K in Q3 2022.
  • 225 funds tracked by Wall St. Rank held Lemonade as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.