B. Metzler seel. Sohn & Co’s Lincoln National LNC Stock Holding History

B. Metzler seel. Sohn & Co’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
2022 Q4	–	Sell	-13,669	Closed	-$600K	–	742
2022 Q3	$600K	Sell	13,669 -700	-5%	-$33.7K	0.01%	515
2022 Q2	$672K	Sell	14,369 -72,500	-83%	-$4.13M	0.01%	510
2022 Q1	$5.68M	Sell	86,869 -16,350	-16%	-$1.12M	0.08%	167
2021 Q4	$7.08M	Buy	103,219 +34,255	+50%	+$2.42M	0.09%	142
2021 Q3	$4.74M	Sell	68,964 -98,973	-59%	-$6.47M	0.07%	170
2021 Q2	$10.6M	Buy	167,937 +24,634	+17%	+$1.63M	0.16%	98
2021 Q1	$8.92M	Buy	143,303 +131,900	+1,157%	+$7.29M	0.15%	97
2020 Q4	$565K	Buy	+11,403	New	+$485K	0.01%	508

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Metzler seel. Sohn & Co's LNC Position: Q4 2022 in Review

B. Metzler seel. Sohn & Co sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 13,669 shares — an estimated $600K sold.

B. Metzler seel. Sohn & Co first reported a position in LNC in Q4 2020 and held it in 8 quarters. The position peaked at $10.6M in Q2 2021. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

B. Metzler seel. Sohn & Co reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 13,669 Lincoln National shares in Q4 2022, an estimated $600K.
B. Metzler seel. Sohn & Co first reported a position in Lincoln National in Q4 2020 and held it in 8 quarters.
B. Metzler seel. Sohn & Co's Lincoln National position peaked at $10.6M in Q2 2021.
574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2022, filed 13 Feb 2023.