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Worth Asset Management’s Lemonade LMND Stock Holding History

Worth Asset Management’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
2023
Q3 		– Sell
-2
Closed -$34 – 271
2023
Q2 		$34 Hold
2
– – ﹤0.01% 453
2023
Q1 		$29 Hold
2
– – ﹤0.01% 478
2022
Q4 		$27 Hold
2
– – ﹤0.01% 471
2022
Q3 		$0 Hold
2
– – ﹤0.01% 513
2022
Q2 		$0 Hold
2
– – ﹤0.01% 558
2022
Q1 		$0 Buy
+2
New +$57 ﹤0.01% 544

Other funds holding LMND

SoftBank Group
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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 $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Worth Asset Management's LMND Position: Q3 2023 in Review

Worth Asset Management sold out of Lemonade (LMND) in Q3 2023, closing a stake of 2 shares — an estimated $34 sold.

Worth Asset Management first reported a position in LMND in Q1 2022 and held it in 6 quarters. The position peaked at $34 in Q2 2023. 203 funds tracked by Wall St. Rank hold LMND as of Q3 2023.

  • Worth Asset Management reported no remaining Lemonade position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 2 Lemonade shares in Q3 2023, an estimated $34.
  • Worth Asset Management first reported a position in Lemonade in Q1 2022 and held it in 6 quarters.
  • Worth Asset Management's Lemonade position peaked at $34 in Q2 2023.
  • 203 funds tracked by Wall St. Rank held Lemonade as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.