AllSquare Wealth Management’s Lincoln National LNC Stock Holding History

AllSquare 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 Q4	–	Sell	-291	Closed	-$20K	–	502
2021 Q3	$20K	Hold	291	–	–	0.01%	306
2021 Q2	$18K	Hold	291	–	–	0.01%	331
2021 Q1	$18K	Hold	291	–	–	0.01%	318
2020 Q4	$15K	Hold	291	–	–	0.01%	317
2020 Q3	$9K	Hold	291	–	–	0.01%	345
2020 Q2	$11K	Hold	291	–	–	0.01%	324
2020 Q1	$8K	Hold	291	–	–	0.01%	332
2019 Q4	$17K	Hold	291	–	–	0.01%	276
2019 Q3	$18K	Hold	291	–	–	0.01%	265
2019 Q2	$19K	Hold	291	–	–	0.01%	271
2019 Q1	$17K	Hold	291	–	–	0.01%	268
2018 Q4	$15K	Hold	291	–	–	0.01%	267
2018 Q3	$20K	Hold	291	–	–	0.01%	274
2018 Q2	$18K	Hold	291	–	–	0.01%	285
2018 Q1	$21K	Hold	291	–	–	0.02%	231
2017 Q4	$22K	Hold	291	–	–	0.02%	224
2017 Q3	$21K	Buy	+291	New	+$20.5K	0.02%	223
2017 Q2	–	Sell	-291	Closed	-$19K	–	303
2017 Q1	$19K	Hold	291	–	–	0.02%	219
2016 Q4	$19K	Hold	291	–	–	0.02%	195
2016 Q3	$14K	Hold	291	–	–	0.01%	202
2016 Q2	$11K	Sell	291 -291	-50%	-$12.3K	0.01%	204
2016 Q1	$23K	Hold	582	–	–	0.02%	158
2015 Q4	$29K	Sell	582 -291	-33%	-$15.2K	0.03%	143
2015 Q3	$41K	Sell	873 -291	-25%	-$15.6K	0.04%	125
2015 Q2	$69K	Hold	1,164	–	–	0.06%	104
2015 Q1	$67K	Hold	1,164	–	–	0.06%	105
2014 Q4	$67K	Buy	+1,164	New	+$63.4K	0.07%	105

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

AllSquare Wealth Management's LNC Position: Q4 2021 in Review

AllSquare Wealth Management sold out of Lincoln National (LNC) in Q4 2021, closing a stake of 291 shares — an estimated $20K sold.

AllSquare Wealth Management first reported a position in LNC in Q4 2014 and held it in 27 quarters. The position peaked at $69K in Q2 2015. 673 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

AllSquare Wealth Management reported no remaining Lincoln National position as of Q4 2021 after selling out during the quarter.
AllSquare Wealth Management sold 291 Lincoln National shares in Q4 2021, an estimated $20K.
AllSquare Wealth Management first reported a position in Lincoln National in Q4 2014 and held it in 27 quarters.
AllSquare Wealth Management's Lincoln National position peaked at $69K in Q2 2015.
673 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on AllSquare Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.