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SAM
Simplify Asset Management’s
Lemonade
LMND
Stock Holding History
Simplify Asset Management’s Portfolio
LMND Stock Details
LMND Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-13,530
Closed
-$223K
–
113
2024
Q3
$223K
Hold
13,530
–
–
0.01%
99
2024
Q2
$223K
Hold
13,530
–
–
0.02%
105
2024
Q1
$222K
Hold
13,530
–
–
0.01%
101
2023
Q4
$218K
Sell
13,530
-2,948
-18%
-$44.4K
0.02%
112
2023
Q3
$191K
Buy
16,478
+5,372
+48%
+$86.2K
0.02%
119
2023
Q2
$187K
Sell
11,106
-489
-4%
-$7.65K
0.02%
111
2023
Q1
$165K
Buy
+11,595
New
+$176K
0.02%
114
2021
Q3
–
Sell
-4,102
Closed
-$331K
–
39
2021
Q2
$448K
Buy
4,102
+528
+15%
+$47.9K
0.07%
16
2021
Q1
$332K
Buy
3,574
+663
+23%
+$85.6K
0.13%
6
2020
Q4
$356K
Buy
+2,911
New
+$215K
0.32%
4
Other funds holding LMND
SoftBank Group
Tokyo, Japan
$11.4B AUM
27.91%
1-Year Est. Return
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
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
D.E. Shaw & Co
New York
$166B AUM
43.98%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
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
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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