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 $18.2B AUM 177.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Spire Wealth Management's LMND Position: Q2 2024 in Review

Spire Wealth Management sold out of Lemonade (LMND) in Q2 2024, closing a stake of 54 shares — an estimated $886 sold.

Spire Wealth Management first reported a position in LMND in Q1 2021 and held it in 13 quarters. The position peaked at $1.05M in Q2 2021. 214 funds tracked by Wall St. Rank hold LMND as of Q2 2024.

Spire Wealth Management reported no remaining Lemonade position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 54 Lemonade shares in Q2 2024, an estimated $886.
Spire Wealth Management first reported a position in Lemonade in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Lemonade position peaked at $1.05M in Q2 2021.
214 funds tracked by Wall St. Rank held Lemonade as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.