Sutton Wealth Advisors’s Lemonade LMND Stock Holding History

Sutton Wealth 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
2021 Q4	–	Sell	-12	Closed	-$804	–	1682
2021 Q3	$804	Buy	+12	New	+$967	﹤0.01%	1256

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCGM

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sutton Wealth Advisors's LMND Position: Q4 2021 in Review

Sutton Wealth Advisors sold out of Lemonade (LMND) in Q4 2021, closing a stake of 12 shares — an estimated $804 sold.

Sutton Wealth Advisors first reported a position in LMND in Q3 2021 and held it in 1 quarter. The position peaked at $804 in Q3 2021. 265 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

Sutton Wealth Advisors reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
Sutton Wealth Advisors sold 12 Lemonade shares in Q4 2021, an estimated $804.
Sutton Wealth Advisors first reported a position in Lemonade in Q3 2021 and held it in 1 quarter.
Sutton Wealth Advisors's Lemonade position peaked at $804 in Q3 2021.
265 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Sutton Wealth Advisors's 13F filing for Q4 2021, filed 7 Nov 2023.