AWM
LNC icon

Accel Wealth Management’s Lincoln National LNC Stock Holding History

Accel Wealth Management’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
Q3 		– Sell
-120
Closed -$8K – 860
2021
Q2 		$8K Hold
120
– – 0.01% 729
2021
Q1 		$7K Hold
120
– – 0.01% 710
2020
Q4 		$6K Buy
+120
New +$5.1K 0.01% 691

Other funds holding LNC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accel Wealth Management's LNC Position: Q3 2021 in Review

Accel Wealth Management sold out of Lincoln National (LNC) in Q3 2021, closing a stake of 120 shares — an estimated $8K sold.

Accel Wealth Management first reported a position in LNC in Q4 2020 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

  • Accel Wealth Management reported no remaining Lincoln National position as of Q3 2021 after selling out during the quarter.
  • Accel Wealth Management sold 120 Lincoln National shares in Q3 2021, an estimated $8K.
  • Accel Wealth Management first reported a position in Lincoln National in Q4 2020 and held it in 3 quarters.
  • Accel Wealth Management's Lincoln National position peaked at $8K in Q2 2021.
  • 634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Accel Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.