Trust Investment Advisors’s Lemonade LMND Stock Holding History

Trust Investment 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
2025 Q1	–	Sell	-6,426	Closed	-$236K	–	131
2024 Q4	$236K	Buy	+6,426	New	+$205K	0.15%	90

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Trust Investment Advisors's LMND Position: Q1 2025 in Review

Trust Investment Advisors sold out of Lemonade (LMND) in Q1 2025, closing a stake of 6,426 shares — an estimated $236K sold.

Trust Investment Advisors first reported a position in LMND in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 250 funds tracked by Wall St. Rank hold LMND as of Q1 2025.

Trust Investment Advisors reported no remaining Lemonade position as of Q1 2025 after selling out during the quarter.
Trust Investment Advisors sold 6,426 Lemonade shares in Q1 2025, an estimated $236K.
Trust Investment Advisors first reported a position in Lemonade in Q4 2024 and held it in 1 quarter.
Trust Investment Advisors's Lemonade position peaked at $236K in Q4 2024.
250 funds tracked by Wall St. Rank held Lemonade as of Q1 2025.

Based on Trust Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.