1834 Investment Advisors’s Lincoln National LNC Stock Holding History

1834 Investment Advisors’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-29	Closed	-$2K	–	513
2021 Q1	$2K	Sell	29 -12,260	-100%	-$678K	﹤0.01%	451
2020 Q4	$618K	Sell	12,289 -4,252	-26%	-$181K	0.08%	112
2020 Q3	$518K	Sell	16,541 -2,164	-12%	-$77.2K	0.08%	118
2020 Q2	$688K	Sell	18,705 -1,900	-9%	-$66.9K	0.11%	101
2020 Q1	$542K	Sell	20,605 -4,291	-17%	-$204K	0.1%	110
2019 Q4	$1.47M	Sell	24,896 -84,991	-77%	-$5M	0.23%	80
2019 Q3	$6.63M	Buy	109,887 +2,189	+2%	+$131K	0.96%	35
2019 Q2	$6.94M	Buy	107,698 +38,615	+56%	+$2.47M	1.05%	32
2019 Q1	$4.06M	Buy	69,083 +12,325	+22%	+$730K	0.62%	57
2018 Q4	$2.91M	Buy	+56,758	New	+$3.45M	0.49%	62

Other funds holding LNC

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

1834 Investment Advisors's LNC Position: Q2 2021 in Review

1834 Investment Advisors sold out of Lincoln National (LNC) in Q2 2021, closing a stake of 29 shares — an estimated $2K sold.

1834 Investment Advisors first reported a position in LNC in Q4 2018 and held it in 10 quarters. The position peaked at $6.94M in Q2 2019. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

1834 Investment Advisors reported no remaining Lincoln National position as of Q2 2021 after selling out during the quarter.
1834 Investment Advisors sold 29 Lincoln National shares in Q2 2021, an estimated $2K.
1834 Investment Advisors first reported a position in Lincoln National in Q4 2018 and held it in 10 quarters.
1834 Investment Advisors's Lincoln National position peaked at $6.94M in Q2 2019.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on 1834 Investment Advisors's 13F filing for Q2 2021, filed 17 Aug 2021.