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Tyler-Stone Wealth Management’s Lemonade LMND Stock Holding History

Tyler-Stone 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
2023
Q3 		– Sell
-2,000
Closed -$34K – 931
2023
Q2 		$34K Buy
+2,000
New +$31.3K 0.02% 397
2022
Q4 		$63K Hold
4,600
– – 0.04% 284
2022
Q3 		$97K Buy
+4,600
New +$105K 0.07% 224
2022
Q1 		– Sell
-695
Closed -$29K – 903
2021
Q4 		$29K Buy
+695
New +$39.1K 0.02% 442

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tyler-Stone Wealth Management's LMND Position: Q3 2023 in Review

Tyler-Stone Wealth Management sold out of Lemonade (LMND) in Q3 2023, closing a stake of 2,000 shares — an estimated $34K sold.

Tyler-Stone Wealth Management first reported a position in LMND in Q4 2021 and held it in 4 quarters. The position peaked at $97K in Q3 2022. 203 funds tracked by Wall St. Rank hold LMND as of Q3 2023.

  • Tyler-Stone Wealth Management reported no remaining Lemonade position as of Q3 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 2,000 Lemonade shares in Q3 2023, an estimated $34K.
  • Tyler-Stone Wealth Management first reported a position in Lemonade in Q4 2021 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Lemonade position peaked at $97K in Q3 2022.
  • 203 funds tracked by Wall St. Rank held Lemonade as of Q3 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.