WMG Financial Advisors’s Lemonade LMND Stock Holding History

WMG 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
2024 Q4	–	Sell	-11,500	Closed	-$190K	–	182
2024 Q3	$190K	Sell	11,500 -2,600	-18%	-$47.7K	0.09%	164
2024 Q2	$233K	Sell	14,100 -3,850	-21%	-$64.2K	0.12%	136
2024 Q1	$295K	Sell	17,950 -500	-3%	-$8.41K	0.17%	94
2023 Q4	$298K	Buy	18,450 +2,650	+17%	+$39.9K	0.19%	78
2023 Q3	$184K	Sell	15,800 -1,000	-6%	-$16K	0.16%	96
2023 Q2	$283K	Buy	16,800 +2,830	+20%	+$44.3K	0.21%	82
2023 Q1	$199K	Sell	13,970 -9,050	-39%	-$138K	0.17%	111
2022 Q4	$315K	Hold	23,020	–	–	0.27%	78
2022 Q3	$488K	Hold	23,020	–	–	0.44%	61
2022 Q2	$419K	Hold	23,020	–	–	0.36%	67
2022 Q1	$607K	Buy	23,020 +3,350	+17%	+$94.9K	0.45%	56
2021 Q4	$828K	Buy	+19,670	New	+$1.11M	0.65%	39

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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

Baillie Gifford & Co

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

JP Morgan Chase

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

Geode Capital Management

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return