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WealthPlan Investment Management’s Lemonade LMND Stock Holding History

WealthPlan Investment 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
-68
Closed -$1.15K – 260
2023
Q2 		$1.15K Hold
68
– – ﹤0.01% 333
2023
Q1 		$970 Buy
+68
New +$1.03K ﹤0.01% 410

Other funds holding LMND

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Vanguard Group
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
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
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPlan Investment Management's LMND Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Lemonade (LMND) in Q3 2023, closing a stake of 68 shares — an estimated $1.15K sold.

WealthPlan Investment Management first reported a position in LMND in Q1 2023 and held it in 2 quarters. The position peaked at $1.15K in Q2 2023. 203 funds tracked by Wall St. Rank hold LMND as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Lemonade position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 68 Lemonade shares in Q3 2023, an estimated $1.15K.
  • WealthPlan Investment Management first reported a position in Lemonade in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Lemonade position peaked at $1.15K in Q2 2023.
  • 203 funds tracked by Wall St. Rank held Lemonade as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.