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USCA RIA’s Lemonade LMND Stock Holding History

USCA RIA’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
Q2 		$306K Buy
2,800
+150
+6% +$13.6K 0.02% 476
2021
Q1 		$247K Sell
2,650
-4,150
-61% -$536K 0.02% 470
2020
Q4 		$833K Buy
+6,800
New +$502K 0.06% 257

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

USCA RIA's LMND Position: Q2 2021 in Review

USCA RIA increased its Lemonade (LMND) stake by 5.7% in Q2 2021, buying an estimated $13.6K and bringing the position to 2,800 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #476.

USCA RIA first reported a position in LMND in Q4 2020 and has held it in 3 quarters since. The position peaked at $833K in Q4 2020. 315 funds tracked by Wall St. Rank hold LMND as of Q2 2021.

  • USCA RIA held 2,800 shares of Lemonade worth $306K as of Q2 2021.
  • USCA RIA bought 150 Lemonade shares in Q2 2021, an estimated $13.6K.
  • Lemonade made up 0.02% of USCA RIA's portfolio in Q2 2021, its #476 holding.
  • USCA RIA first reported a position in Lemonade in Q4 2020 and has held it in 3 quarters since.
  • USCA RIA's Lemonade position peaked at $833K in Q4 2020.
  • 315 funds tracked by Wall St. Rank held Lemonade as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.