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Souders Financial Advisors’s Lemonade LMND Stock Holding History

Souders Financial Advisors’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
Q3 		– Sell
-12,814
Closed -$234K – 154
2022
Q2 		$234K Sell
12,814
-310
-2% -$6.53K 0.07% 126
2022
Q1 		$346K Buy
13,124
+5,772
+79% +$163K 0.1% 116
2021
Q4 		$310K Buy
7,352
+1,200
+20% +$67.4K 0.09% 119
2021
Q3 		$412K Buy
6,152
+303
+5% +$24.4K 0.13% 106
2021
Q2 		$640K Buy
5,849
+953
+19% +$86.5K 0.22% 84
2021
Q1 		$456K Buy
4,896
+343
+8% +$44.3K 0.18% 89
2020
Q4 		$558K Buy
+4,553
New +$336K 0.24% 79

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Souders Financial Advisors's LMND Position: Q3 2022 in Review

Souders Financial Advisors sold out of Lemonade (LMND) in Q3 2022, closing a stake of 12,814 shares — an estimated $234K sold.

Souders Financial Advisors first reported a position in LMND in Q4 2020 and held it in 7 quarters. The position peaked at $640K in Q2 2021. 229 funds tracked by Wall St. Rank hold LMND as of Q3 2022.

  • Souders Financial Advisors reported no remaining Lemonade position as of Q3 2022 after selling out during the quarter.
  • Souders Financial Advisors sold 12,814 Lemonade shares in Q3 2022, an estimated $234K.
  • Souders Financial Advisors first reported a position in Lemonade in Q4 2020 and held it in 7 quarters.
  • Souders Financial Advisors's Lemonade position peaked at $640K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Lemonade as of Q3 2022.

Based on Souders Financial Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.