WR Wealth Planners’s Lemonade LMND Stock Holding History

WR Wealth Planners’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	-100	Closed	-$1.69K	–	932
2023 Q2	$1.69K	Hold	100	–	–	﹤0.01%	789
2023 Q1	$1.43K	Buy	+100	New	+$1.52K	﹤0.01%	815

Other funds holding LMND

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WR Wealth Planners's LMND Position: Q3 2023 in Review

WR Wealth Planners sold out of Lemonade (LMND) in Q3 2023, closing a stake of 100 shares — an estimated $1.69K sold.

WR Wealth Planners first reported a position in LMND in Q1 2023 and held it in 2 quarters. The position peaked at $1.69K in Q2 2023. 203 funds tracked by Wall St. Rank hold LMND as of Q3 2023.

WR Wealth Planners reported no remaining Lemonade position as of Q3 2023 after selling out during the quarter.
WR Wealth Planners sold 100 Lemonade shares in Q3 2023, an estimated $1.69K.
WR Wealth Planners first reported a position in Lemonade in Q1 2023 and held it in 2 quarters.
WR Wealth Planners's Lemonade position peaked at $1.69K in Q2 2023.
203 funds tracked by Wall St. Rank held Lemonade as of Q3 2023.

Based on WR Wealth Planners's 13F filing for Q3 2023, filed 1 Aug 2024.