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Alerus Financial’s Lincoln National LNC Stock Holding History

Alerus Financial’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
-34,768
Closed -$2.39M – 194
2021
Q3 		$2.39M Buy
34,768
+7,768
+29% +$507K 0.22% 100
2021
Q2 		$1.7M Buy
27,000
+4,899
+22% +$323K 0.17% 123
2021
Q1 		$1.38M Buy
+22,101
New +$1.22M 0.15% 128

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alerus Financial's LNC Position: Q4 2021 in Review

Alerus Financial sold out of Lincoln National (LNC) in Q4 2021, closing a stake of 34,768 shares — an estimated $2.39M sold.

Alerus Financial first reported a position in LNC in Q1 2021 and held it in 3 quarters. The position peaked at $2.39M in Q3 2021. 673 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

  • Alerus Financial reported no remaining Lincoln National position as of Q4 2021 after selling out during the quarter.
  • Alerus Financial sold 34,768 Lincoln National shares in Q4 2021, an estimated $2.39M.
  • Alerus Financial first reported a position in Lincoln National in Q1 2021 and held it in 3 quarters.
  • Alerus Financial's Lincoln National position peaked at $2.39M in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on Alerus Financial's 13F filing for Q4 2021, filed 14 Feb 2022.