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Strategic Financial Concepts’s Lemonade LMND Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-48,473
Closed -$2.14K – 505
2024
Q2 		$2.14K Buy
+48,473
New +$809K ﹤0.01% 548

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Strategic Financial Concepts's LMND Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Lemonade (LMND) in Q3 2024, closing a stake of 48,473 shares — an estimated $2.14K sold.

Strategic Financial Concepts first reported a position in LMND in Q2 2024 and held it in 1 quarter. The position peaked at $2.14K in Q2 2024. 224 funds tracked by Wall St. Rank hold LMND as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Lemonade position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 48,473 Lemonade shares in Q3 2024, an estimated $2.14K.
  • Strategic Financial Concepts first reported a position in Lemonade in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Lemonade position peaked at $2.14K in Q2 2024.
  • 224 funds tracked by Wall St. Rank held Lemonade as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.