Summit Securities Group’s Lemonade LMND Stock Holding History

Summit Securities Group’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 Q1	–	Sell	-5,060	Closed	-$69K	–	1081
2022 Q4	$69K	Buy	+5,060	New	+$100K	﹤0.01%	656

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Securities Group's LMND Position: Q1 2023 in Review

Summit Securities Group sold out of Lemonade (LMND) in Q1 2023, closing a stake of 5,060 shares — an estimated $69K sold.

Summit Securities Group first reported a position in LMND in Q4 2022 and held it in 1 quarter. The position peaked at $69K in Q4 2022. 216 funds tracked by Wall St. Rank hold LMND as of Q1 2023.

Summit Securities Group reported no remaining Lemonade position as of Q1 2023 after selling out during the quarter.
Summit Securities Group sold 5,060 Lemonade shares in Q1 2023, an estimated $69K.
Summit Securities Group first reported a position in Lemonade in Q4 2022 and held it in 1 quarter.
Summit Securities Group's Lemonade position peaked at $69K in Q4 2022.
216 funds tracked by Wall St. Rank held Lemonade as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.