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Baron Silver Stevens Financial Advisors’s Lincoln National LNC Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q1 		– Sell
-274
Closed -$13K – 280
2020
Q4 		$13K Buy
+274
New +$11.6K ﹤0.01% 238

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 $3.38T AUM 44.17% 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
Lyrical Asset Management
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's LNC Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Lincoln National (LNC) in Q1 2021, closing a stake of 274 shares — an estimated $13K sold.

Baron Silver Stevens Financial Advisors first reported a position in LNC in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 628 funds tracked by Wall St. Rank hold LNC as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Lincoln National position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 274 Lincoln National shares in Q1 2021, an estimated $13K.
  • Baron Silver Stevens Financial Advisors first reported a position in Lincoln National in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Lincoln National position peaked at $13K in Q4 2020.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.