Wellington Management Group
LMND icon

Wellington Management Group’s Lemonade LMND Stock Holding History

Wellington Management Group’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
Q2 		– Sell
-58,365
Closed -$832K – 1919
2023
Q1 		$832K Buy
58,365
+46,334
+385% +$704K ﹤0.01% 1707
2022
Q4 		$165K Sell
12,031
-17,088
-59% -$338K ﹤0.01% 1950
2022
Q3 		$617K Buy
+29,119
New +$662K ﹤0.01% 1745

Other funds holding LMND

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wellington Management Group's LMND Position: Q2 2023 in Review

Wellington Management Group sold out of Lemonade (LMND) in Q2 2023, closing a stake of 58,365 shares — an estimated $832K sold.

Wellington Management Group first reported a position in LMND in Q3 2022 and held it in 3 quarters. The position peaked at $832K in Q1 2023. 220 funds tracked by Wall St. Rank hold LMND as of Q2 2023.

  • Wellington Management Group reported no remaining Lemonade position as of Q2 2023 after selling out during the quarter.
  • Wellington Management Group sold 58,365 Lemonade shares in Q2 2023, an estimated $832K.
  • Wellington Management Group first reported a position in Lemonade in Q3 2022 and held it in 3 quarters.
  • Wellington Management Group's Lemonade position peaked at $832K in Q1 2023.
  • 220 funds tracked by Wall St. Rank held Lemonade as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.