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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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

WMG Financial Advisors's LMND Position: Q4 2024 in Review

WMG Financial Advisors sold out of Lemonade (LMND) in Q4 2024, closing a stake of 11,500 shares — an estimated $190K sold.

WMG Financial Advisors first reported a position in LMND in Q4 2021 and held it in 12 quarters. The position peaked at $828K in Q4 2021. 268 funds tracked by Wall St. Rank hold LMND as of Q4 2024.

  • WMG Financial Advisors reported no remaining Lemonade position as of Q4 2024 after selling out during the quarter.
  • WMG Financial Advisors sold 11,500 Lemonade shares in Q4 2024, an estimated $190K.
  • WMG Financial Advisors first reported a position in Lemonade in Q4 2021 and held it in 12 quarters.
  • WMG Financial Advisors's Lemonade position peaked at $828K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Lemonade as of Q4 2024.

Based on WMG Financial Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.