Valley Wealth Managers’s Lemonade LMND Stock Holding History

Valley Wealth Managers’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 Q4	–	Sell	-16	Closed	-$316	–	416
2022 Q3	$0	Buy	+16	New	+$364	﹤0.01%	467

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

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

GCGM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valley Wealth Managers's LMND Position: Q4 2022 in Review

Valley Wealth Managers sold out of Lemonade (LMND) in Q4 2022, closing a stake of 16 shares — an estimated $316 sold.

Valley Wealth Managers first reported a position in LMND in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 225 funds tracked by Wall St. Rank hold LMND as of Q4 2022.

Valley Wealth Managers reported no remaining Lemonade position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 16 Lemonade shares in Q4 2022, an estimated $316.
Valley Wealth Managers first reported a position in Lemonade in Q3 2022 and held it in 1 quarter.
Valley Wealth Managers's Lemonade position peaked at $0 in Q3 2022.
225 funds tracked by Wall St. Rank held Lemonade as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.