Whittier Trust
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Whittier Trust’s Lemonade LMND Stock Holding History

Whittier Trust’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
2024
Q1 		– Sell
-29
Closed -$467 – 1537
2023
Q4 		$467 Hold
29
– – ﹤0.01% 1476
2023
Q3 		$336 Hold
29
– – ﹤0.01% 1600
2023
Q2 		$488 Hold
29
– – ﹤0.01% 1518
2023
Q1 		$413 Hold
29
– – ﹤0.01% 1566
2022
Q4 		$396 Hold
29
– – ﹤0.01% 1584
2022
Q3 		$1K Buy
+29
New +$659 ﹤0.01% 1610

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
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
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
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Whittier Trust's LMND Position: Q1 2024 in Review

Whittier Trust sold out of Lemonade (LMND) in Q1 2024, closing a stake of 29 shares — an estimated $467 sold.

Whittier Trust first reported a position in LMND in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 205 funds tracked by Wall St. Rank hold LMND as of Q1 2024.

  • Whittier Trust reported no remaining Lemonade position as of Q1 2024 after selling out during the quarter.
  • Whittier Trust sold 29 Lemonade shares in Q1 2024, an estimated $467.
  • Whittier Trust first reported a position in Lemonade in Q3 2022 and held it in 6 quarters.
  • Whittier Trust's Lemonade position peaked at $1K in Q3 2022.
  • 205 funds tracked by Wall St. Rank held Lemonade as of Q1 2024.

Based on Whittier Trust's 13F filing for Q1 2024, filed 2 May 2024.