Venturi Wealth Management’s Lemonade LMND Stock Holding History

Venturi Wealth Management’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
2023 Q3	–	Sell	-15	Closed	-$253	–	1382
2023 Q2	$253	Buy	+15	New	+$235	﹤0.01%	1118

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Venturi Wealth Management's LMND Position: Q3 2023 in Review

Venturi Wealth Management sold out of Lemonade (LMND) in Q3 2023, closing a stake of 15 shares — an estimated $253 sold.

Venturi Wealth Management first reported a position in LMND in Q2 2023 and held it in 1 quarter. The position peaked at $253 in Q2 2023. 203 funds tracked by Wall St. Rank hold LMND as of Q3 2023.

Venturi Wealth Management reported no remaining Lemonade position as of Q3 2023 after selling out during the quarter.
Venturi Wealth Management sold 15 Lemonade shares in Q3 2023, an estimated $253.
Venturi Wealth Management first reported a position in Lemonade in Q2 2023 and held it in 1 quarter.
Venturi Wealth Management's Lemonade position peaked at $253 in Q2 2023.
203 funds tracked by Wall St. Rank held Lemonade as of Q3 2023.

Based on Venturi Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.