TFO Wealth Partners’s Lemonade LMND Stock Holding History

TFO Wealth Partners’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	-48	Closed	-$809	–	1022
2023 Q3	$809	Buy	+48	New	+$770	﹤0.01%	330
2021 Q2	–	Sell	-429	Closed	-$40K	–	141
2021 Q1	$40K	Buy	+429	New	+$55.4K	0.01%	80

Other funds holding LMND

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

TFO Wealth Partners's LMND Position: Q4 2023 in Review

TFO Wealth Partners sold out of Lemonade (LMND) in Q4 2023, closing a stake of 48 shares — an estimated $809 sold.

TFO Wealth Partners first reported a position in LMND in Q1 2021 and held it in 2 quarters. The position peaked at $40K in Q1 2021. 215 funds tracked by Wall St. Rank hold LMND as of Q4 2023.

TFO Wealth Partners reported no remaining Lemonade position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 48 Lemonade shares in Q4 2023, an estimated $809.
TFO Wealth Partners first reported a position in Lemonade in Q1 2021 and held it in 2 quarters.
TFO Wealth Partners's Lemonade position peaked at $40K in Q1 2021.
215 funds tracked by Wall St. Rank held Lemonade as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.