WealthShield Partners’s Lemonade LMND Stock Holding History

WealthShield Partners’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
2021 Q3	–	Sell	-333	Closed	-$36K	–	513
2021 Q2	$36K	Buy	333 +21	+7%	+$1.91K	0.01%	545
2021 Q1	$1K	Buy	+312	New	+$40.3K	﹤0.01%	1114

Other funds holding LMND

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GCGM

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthShield Partners's LMND Position: Q3 2021 in Review

WealthShield Partners sold out of Lemonade (LMND) in Q3 2021, closing a stake of 333 shares — an estimated $36K sold.

WealthShield Partners first reported a position in LMND in Q1 2021 and held it in 2 quarters. The position peaked at $36K in Q2 2021. 287 funds tracked by Wall St. Rank hold LMND as of Q3 2021.

WealthShield Partners reported no remaining Lemonade position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 333 Lemonade shares in Q3 2021, an estimated $36K.
WealthShield Partners first reported a position in Lemonade in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Lemonade position peaked at $36K in Q2 2021.
287 funds tracked by Wall St. Rank held Lemonade as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.