AWM
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Altium Wealth Management’s Lincoln National LNC Stock Holding History

Altium 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
2020
Q2 		– Sell
-17,840
Closed -$470K – 336
2020
Q1 		$470K Sell
17,840
-240
-1% -$11.4K 0.06% 143
2019
Q4 		$1.07M Sell
18,080
-7
-0% -$412 0.13% 92
2019
Q3 		$1.09M Buy
18,087
+274
+2% +$16.4K 0.15% 84
2019
Q2 		$1.15M Sell
17,813
-24
-0.1% -$1.53K 0.17% 74
2019
Q1 		$1.05M Sell
17,837
-26
-0.1% -$1.54K 0.17% 76
2018
Q4 		$917K Sell
17,863
-5,492
-24% -$334K 0.18% 80
2018
Q3 		$1.58M Sell
23,355
-84
-0.4% -$5.54K 0.3% 51
2018
Q2 		$1.46M Buy
+23,439
New +$1.6M 0.39% 47

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Altium Wealth Management's LNC Position: Q2 2020 in Review

Altium Wealth Management sold out of Lincoln National (LNC) in Q2 2020, closing a stake of 17,840 shares — an estimated $470K sold.

Altium Wealth Management first reported a position in LNC in Q2 2018 and held it in 8 quarters. The position peaked at $1.58M in Q3 2018. 562 funds tracked by Wall St. Rank hold LNC as of Q2 2020.

  • Altium Wealth Management reported no remaining Lincoln National position as of Q2 2020 after selling out during the quarter.
  • Altium Wealth Management sold 17,840 Lincoln National shares in Q2 2020, an estimated $470K.
  • Altium Wealth Management first reported a position in Lincoln National in Q2 2018 and held it in 8 quarters.
  • Altium Wealth Management's Lincoln National position peaked at $1.58M in Q3 2018.
  • 562 funds tracked by Wall St. Rank held Lincoln National as of Q2 2020.

Based on Altium Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.