Wipfli Financial Advisors’s Lemonade LMND Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$50K	Buy	+2,340	New	+$53.2K	﹤0.01%	1078

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCGM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's LMND Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Lemonade (LMND) in Q3 2022: 2,340 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings.

229 funds tracked by Wall St. Rank hold LMND as of Q3 2022.

Wipfli Financial Advisors held 2,340 shares of Lemonade worth $50K as of Q3 2022.
Lemonade was a new Wipfli Financial Advisors position in Q3 2022.
Lemonade made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1078 holding.
229 funds tracked by Wall St. Rank held Lemonade as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.