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AGF Investments America’s Lincoln National LNC Stock Holding History

AGF Investments America’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
-41,466
Closed -$2.61M – 74
2021
Q2 		$2.61M Buy
41,466
+881
+2% +$58.2K 0.62% 48
2021
Q1 		$2.53M Hold
40,585
– – 0.64% 48
2020
Q4 		$2.04M Buy
40,585
+39
+0.1% +$1.66K 0.53% 52
2020
Q3 		$1.27M Buy
40,546
+327
+0.8% +$11.7K 0.38% 54
2020
Q2 		$1.48M Buy
40,219
+846
+2% +$29.8K 0.51% 48
2020
Q1 		$1.04M Buy
+39,373
New +$1.87M 0.43% 51
2018
Q4 		– Sell
-10,176
Closed -$689K – 71
2018
Q3 		$689K Buy
10,176
+168
+2% +$11.1K 0.24% 63
2018
Q2 		$623K Buy
10,008
+232
+2% +$15.9K 0.23% 65
2018
Q1 		$714K Buy
9,776
+179
+2% +$14K 0.27% 63
2017
Q4 		$738K Buy
9,597
+259
+3% +$19.6K 0.28% 61
2017
Q3 		$686K Buy
9,338
+115
+1% +$8.11K 0.26% 61
2017
Q2 		$623K Buy
9,223
+322
+4% +$21.3K 0.24% 64
2017
Q1 		$583K Buy
8,901
+157
+2% +$10.7K 0.24% 66
2016
Q4 		$579K Sell
8,744
-9,865
-53% -$574K 0.25% 67
2016
Q3 		$874K Buy
18,609
+133
+0.7% +$5.96K 0.38% 62
2016
Q2 		$716K Buy
+18,476
New +$784K 0.32% 65

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGF Investments America's LNC Position: Q3 2021 in Review

AGF Investments America sold out of Lincoln National (LNC) in Q3 2021, closing a stake of 41,466 shares — an estimated $2.61M sold.

AGF Investments America first reported a position in LNC in Q2 2016 and held it in 16 quarters. The position peaked at $2.61M in Q2 2021. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

  • AGF Investments America reported no remaining Lincoln National position as of Q3 2021 after selling out during the quarter.
  • AGF Investments America sold 41,466 Lincoln National shares in Q3 2021, an estimated $2.61M.
  • AGF Investments America first reported a position in Lincoln National in Q2 2016 and held it in 16 quarters.
  • AGF Investments America's Lincoln National position peaked at $2.61M in Q2 2021.
  • 634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on AGF Investments America's 13F filing for Q3 2021, filed 10 Nov 2021.