Winch Advisory Services’s Lemonade LMND Stock Holding History

Winch Advisory Services’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	-46	Closed	-$5K	–	497
2021 Q2	$5K	Buy	+46	New	+$4.18K	﹤0.01%	334

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winch Advisory Services's LMND Position: Q3 2021 in Review

Winch Advisory Services sold out of Lemonade (LMND) in Q3 2021, closing a stake of 46 shares — an estimated $5K sold.

Winch Advisory Services first reported a position in LMND in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 286 funds tracked by Wall St. Rank hold LMND as of Q3 2021.

Winch Advisory Services reported no remaining Lemonade position as of Q3 2021 after selling out during the quarter.
Winch Advisory Services sold 46 Lemonade shares in Q3 2021, an estimated $5K.
Winch Advisory Services first reported a position in Lemonade in Q2 2021 and held it in 1 quarter.
Winch Advisory Services's Lemonade position peaked at $5K in Q2 2021.
286 funds tracked by Wall St. Rank held Lemonade as of Q3 2021.

Based on Winch Advisory Services's 13F filing for Q3 2021, filed 10 Nov 2021.