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Simplify Asset Management’s Lemonade LMND Stock Holding History

Simplify Asset 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
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
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Simplify Asset Management's LMND Position: Q4 2024 in Review

Simplify Asset Management sold out of Lemonade (LMND) in Q4 2024, closing a stake of 13,530 shares — an estimated $223K sold.

Simplify Asset Management first reported a position in LMND in Q4 2020 and held it in 10 quarters. The position peaked at $448K in Q2 2021. 268 funds tracked by Wall St. Rank hold LMND as of Q4 2024.

  • Simplify Asset Management reported no remaining Lemonade position as of Q4 2024 after selling out during the quarter.
  • Simplify Asset Management sold 13,530 Lemonade shares in Q4 2024, an estimated $223K.
  • Simplify Asset Management first reported a position in Lemonade in Q4 2020 and held it in 10 quarters.
  • Simplify Asset Management's Lemonade position peaked at $448K in Q2 2021.
  • 268 funds tracked by Wall St. Rank held Lemonade as of Q4 2024.

Based on Simplify Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.