UBS AM’s Lemonade LMND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Buy |
150,841
+67,911
| +82% | +$2.98M | ﹤0.01% | 1569 |
|
|
2025
Q1 | $2.61M | Sell |
82,930
-8,119
| -9% | -$255K | ﹤0.01% | 1867 |
|
|
2024
Q4 | $3.34M | Sell |
91,049
-7,181
| -7% | -$263K | ﹤0.01% | 1800 |
|
|
2024
Q3 | $1.62M | Sell |
98,230
-9,454
| -9% | -$156K | ﹤0.01% | 2156 |
|
|
2024
Q2 | $1.78M | Buy |
107,684
+26,130
| +32% | +$431K | ﹤0.01% | 2059 |
|
|
2024
Q1 | $1.34M | Sell |
81,554
-5,478
| -6% | -$89.9K | ﹤0.01% | 1872 |
|
|
2023
Q4 | $1.4M | Buy |
87,032
+24,929
| +40% | +$402K | ﹤0.01% | 1849 |
|
|
2023
Q3 | $722K | Buy |
62,103
+16,492
| +36% | +$192K | ﹤0.01% | 2138 |
|
|
2023
Q2 | $650K | Hold |
45,611
| – | – | ﹤0.01% | 2219 |
|
|
2023
Q1 | $650K | Buy |
+45,611
| New | +$650K | ﹤0.01% | 2219 |
|
|
2022
Q4 | – | Sell |
-40,906
| Closed | -$866K | – | 2658 |
|
|
2022
Q3 | $866K | Buy |
40,906
+11,164
| +38% | +$236K | ﹤0.01% | 2050 |
|
|
2022
Q2 | $543K | Sell |
29,742
-26,342
| -47% | -$481K | ﹤0.01% | 2272 |
|
|
2022
Q1 | $1.48M | Buy |
56,084
+2,994
| +6% | +$79K | ﹤0.01% | 1947 |
|
|
2021
Q4 | $2.24M | Sell |
53,090
-170
| -0.3% | -$7.16K | ﹤0.01% | 1815 |
|
|
2021
Q3 | $3.57M | Buy |
53,260
+4,647
| +10% | +$311K | ﹤0.01% | 1525 |
|
|
2021
Q2 | $5.32M | Buy |
48,613
+4,077
| +9% | +$446K | ﹤0.01% | 1341 |
|
|
2021
Q1 | $4.15M | Buy |
44,536
+29,498
| +196% | +$2.75M | ﹤0.01% | 1419 |
|
|
2020
Q4 | $1.84M | Buy |
+15,038
| New | +$1.84M | ﹤0.01% | 1719 |
|