VitalStone Financial’s Lemonade LMND Stock Holding History

VitalStone Financial’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	-27	Closed	–	–	544
2023 Q2	$0	Hold	27	–	–	﹤0.01%	980
2023 Q1	$1K	Hold	27	–	–	﹤0.01%	337
2022 Q4	$0	Buy	+27	New	+$534	﹤0.01%	550

Other funds holding LMND

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

VitalStone Financial's LMND Position: Q3 2023 in Review

VitalStone Financial sold out of Lemonade (LMND) in Q3 2023, closing a stake of 27 shares.

VitalStone Financial first reported a position in LMND in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2023. 203 funds tracked by Wall St. Rank hold LMND as of Q3 2023.

VitalStone Financial reported no remaining Lemonade position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 27 Lemonade shares in Q3 2023.
VitalStone Financial first reported a position in Lemonade in Q4 2022 and held it in 3 quarters.
VitalStone Financial's Lemonade position peaked at $1K in Q1 2023.
203 funds tracked by Wall St. Rank held Lemonade as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.