Wagner Wealth Management (South Carolina)’s Lemonade LMND Stock Holding History

Wagner Wealth Management (South Carolina)’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	-100	Closed	-$2K	–	505
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	614
2022 Q2	$2K	Buy	+100	New	+$2.11K	﹤0.01%	623
2022 Q1	–	Sell	-100	Closed	-$4K	–	455
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	590
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	525
2021 Q2	$11K	Hold	100	–	–	0.01%	482
2021 Q1	$9K	Buy	+100	New	+$12.9K	0.01%	478

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

Wagner Wealth Management (South Carolina)'s LMND Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Lemonade (LMND) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Wagner Wealth Management (South Carolina) first reported a position in LMND in Q1 2021 and held it in 6 quarters. The position peaked at $11K in Q2 2021. 225 funds tracked by Wall St. Rank hold LMND as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Lemonade position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 100 Lemonade shares in Q4 2022, an estimated $2K.
Wagner Wealth Management (South Carolina) first reported a position in Lemonade in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Lemonade position peaked at $11K in Q2 2021.
225 funds tracked by Wall St. Rank held Lemonade as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.