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Sugarloaf Wealth Management’s Lemonade LMND Stock Holding History

Sugarloaf 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
2021
Q4 		– Sell
-105
Closed -$7K – 765
2021
Q3 		$7K Hold
105
– – ﹤0.01% 562
2021
Q2 		$11K Hold
105
– – ﹤0.01% 487
2021
Q1 		$10K Buy
+105
New +$13.6K ﹤0.01% 500

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sugarloaf Wealth Management's LMND Position: Q4 2021 in Review

Sugarloaf Wealth Management sold out of Lemonade (LMND) in Q4 2021, closing a stake of 105 shares — an estimated $7K sold.

Sugarloaf Wealth Management first reported a position in LMND in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 266 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

  • Sugarloaf Wealth Management reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 105 Lemonade shares in Q4 2021, an estimated $7K.
  • Sugarloaf Wealth Management first reported a position in Lemonade in Q1 2021 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Lemonade position peaked at $11K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.