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AAFMAA Wealth Management & Trust’s Lincoln National LNC Stock Holding History

AAFMAA Wealth Management & Trust’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
Q4 		– Sell
-50,000
Closed -$3.44M – 70
2021
Q3 		$3.44M Hold
50,000
– – 1.63% 35
2021
Q2 		$3.14M Buy
+50,000
New +$3.3M 1.44% 37

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AAFMAA Wealth Management & Trust's LNC Position: Q4 2021 in Review

AAFMAA Wealth Management & Trust sold out of Lincoln National (LNC) in Q4 2021, closing a stake of 50,000 shares — an estimated $3.44M sold.

AAFMAA Wealth Management & Trust first reported a position in LNC in Q2 2021 and held it in 2 quarters. The position peaked at $3.44M in Q3 2021. 673 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

  • AAFMAA Wealth Management & Trust reported no remaining Lincoln National position as of Q4 2021 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 50,000 Lincoln National shares in Q4 2021, an estimated $3.44M.
  • AAFMAA Wealth Management & Trust first reported a position in Lincoln National in Q2 2021 and held it in 2 quarters.
  • AAFMAA Wealth Management & Trust's Lincoln National position peaked at $3.44M in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q4 2021, filed 20 Jan 2022.