Valeo Financial Advisors
LMND icon

Valeo Financial Advisors’s Lemonade LMND Stock Holding History

Valeo Financial 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
2022
Q2 		– Sell
-13,057
Closed -$344K – 593
2022
Q1 		$344K Buy
13,057
+7,140
+121% +$202K 0.02% 414
2021
Q4 		$249K Buy
5,917
+2,595
+78% +$146K 0.01% 460
2021
Q3 		$223K Buy
3,322
+100
+3% +$8.06K 0.01% 472
2021
Q2 		$353K Buy
3,222
+5
+0.2% +$454 0.02% 330
2021
Q1 		$300K Buy
3,217
+1,752
+120% +$226K 0.01% 354
2020
Q4 		$179K Buy
1,465
+810
+124% +$59.7K 0.01% 437
2020
Q3 		$33K Buy
+655
New +$41.1K ﹤0.01% 782

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Vanguard Group
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BlackRock
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GCGM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valeo Financial Advisors's LMND Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Lemonade (LMND) in Q2 2022, closing a stake of 13,057 shares — an estimated $344K sold.

Valeo Financial Advisors first reported a position in LMND in Q3 2020 and held it in 7 quarters. The position peaked at $353K in Q2 2021. 216 funds tracked by Wall St. Rank hold LMND as of Q2 2022.

  • Valeo Financial Advisors reported no remaining Lemonade position as of Q2 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 13,057 Lemonade shares in Q2 2022, an estimated $344K.
  • Valeo Financial Advisors first reported a position in Lemonade in Q3 2020 and held it in 7 quarters.
  • Valeo Financial Advisors's Lemonade position peaked at $353K in Q2 2021.
  • 216 funds tracked by Wall St. Rank held Lemonade as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.