Valley National Advisers’s Lemonade LMND Stock Holding History

Valley National Advisers’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
2024 Q3	–	Sell	-74	Closed	-$1K	–	968
2024 Q2	$1K	Buy	+74	New	+$1.23K	﹤0.01%	1064

Other funds holding LMND

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

Valley National Advisers's LMND Position: Q3 2024 in Review

Valley National Advisers sold out of Lemonade (LMND) in Q3 2024, closing a stake of 74 shares — an estimated $1K sold.

Valley National Advisers first reported a position in LMND in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 223 funds tracked by Wall St. Rank hold LMND as of Q3 2024.

Valley National Advisers reported no remaining Lemonade position as of Q3 2024 after selling out during the quarter.
Valley National Advisers sold 74 Lemonade shares in Q3 2024, an estimated $1K.
Valley National Advisers first reported a position in Lemonade in Q2 2024 and held it in 1 quarter.
Valley National Advisers's Lemonade position peaked at $1K in Q2 2024.
223 funds tracked by Wall St. Rank held Lemonade as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.