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	-300	Closed	-$8K	–	592
2022 Q1	$8K	Buy	+300	New	+$8.49K	﹤0.01%	637

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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.