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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
2022
Q2 		– Sell
-13,900
Closed -$367K – 89
2022
Q1 		$367K Sell
13,900
-22,400
-62% -$634K 0.01% 72
2021
Q4 		$1.53M Buy
36,300
+17,500
+93% +$983K 0.07% 15
2021
Q3 		$1.26M Sell
18,800
-2,900
-13% -$234K 0.09% 12
2021
Q2 		$2.37M Buy
+21,700
New +$1.97M 0.36% 9
2021
Q1 		– Sell
-37
Closed -$59K – 17
2020
Q4 		$59K Buy
+37
New +$2.73K 0.05% 16

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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.