Spire Wealth Management’s Lemonade LMND Stock Holding History

Spire 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
2024 Q2	–	Sell	-54	Closed	-$886	–	2318
2024 Q1	$886	Sell	54 -4	-7%	-$67	﹤0.01%	2222
2023 Q4	$954	Sell	58 -93	-62%	-$1.4K	﹤0.01%	2274
2023 Q3	$1.76K	Hold	151	–	–	﹤0.01%	2157
2023 Q2	$2.55K	Hold	151	–	–	﹤0.01%	2153
2023 Q1	$2.16K	Hold	151	–	–	﹤0.01%	2242
2022 Q4	$2K	Buy	151 +50	+50%	+$989	﹤0.01%	2068
2022 Q3	$2K	Sell	101 -213	-68%	-$4.84K	﹤0.01%	1965
2022 Q2	$6K	Sell	314 -70	-18%	-$1.48K	﹤0.01%	2076
2022 Q1	$10K	Sell	384 -3,232	-89%	-$91.5K	﹤0.01%	2033
2021 Q4	$152K	Sell	3,616 -4,049	-53%	-$228K	﹤0.01%	1224
2021 Q3	$514K	Sell	7,665 -1,965	-20%	-$158K	0.01%	579
2021 Q2	$1.05M	Buy	9,630 +259	+3%	+$23.5K	0.03%	411
2021 Q1	$873K	Buy	+9,371	New	+$1.21M	0.02%	489

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return