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WFA Asset Management’s Lemonade LMND Stock Holding History

WFA Asset 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
Q2 		– Sell
-470
Closed -$6.7K – 249
2023
Q1 		$6.7K Hold
470
– – ﹤0.01% 192
2022
Q4 		$6.43K Hold
470
– – ﹤0.01% 171
2022
Q3 		$9.96K Hold
470
– – 0.01% 157
2022
Q2 		$8.58K Buy
+470
New +$9.9K 0.01% 157

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
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 40.91% 1-Year Est. Return

WFA Asset Management's LMND Position: Q2 2023 in Review

WFA Asset Management sold out of Lemonade (LMND) in Q2 2023, closing a stake of 470 shares — an estimated $6.7K sold.

WFA Asset Management first reported a position in LMND in Q2 2022 and held it in 4 quarters. The position peaked at $9.96K in Q3 2022. 220 funds tracked by Wall St. Rank hold LMND as of Q2 2023.

  • WFA Asset Management reported no remaining Lemonade position as of Q2 2023 after selling out during the quarter.
  • WFA Asset Management sold 470 Lemonade shares in Q2 2023, an estimated $6.7K.
  • WFA Asset Management first reported a position in Lemonade in Q2 2022 and held it in 4 quarters.
  • WFA Asset Management's Lemonade position peaked at $9.96K in Q3 2022.
  • 220 funds tracked by Wall St. Rank held Lemonade as of Q2 2023.

Based on WFA Asset Management's 13F filing for Q2 2023, filed 13 Oct 2023.