SCA
LMND icon

Stonebridge Capital Advisors’s Lemonade LMND Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-225
Closed -$2.62K – 550
2023
Q3 		$2.62K Buy
+225
New +$3.61K ﹤0.01% 783
2022
Q1 		– Sell
-36
Closed -$2K – 1062
2021
Q4 		$2K Buy
36
+33
+1,100% +$1.85K ﹤0.01% 869
2021
Q3 		$0 Buy
+3
New +$242 ﹤0.01% 1033

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Stonebridge Capital Advisors's LMND Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Lemonade (LMND) in Q4 2023, closing a stake of 225 shares — an estimated $2.62K sold.

Stonebridge Capital Advisors first reported a position in LMND in Q3 2021 and held it in 3 quarters. The position peaked at $2.62K in Q3 2023. 215 funds tracked by Wall St. Rank hold LMND as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Lemonade position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 225 Lemonade shares in Q4 2023, an estimated $2.62K.
  • Stonebridge Capital Advisors first reported a position in Lemonade in Q3 2021 and held it in 3 quarters.
  • Stonebridge Capital Advisors's Lemonade position peaked at $2.62K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Lemonade as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.