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Berman Capital Advisors’s Lincoln National LNC Stock Holding History

Berman Capital 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
Q3 		$199K Buy
2,917
+287
+11% +$18.7K 0.03% 265
2021
Q2 		$165K Buy
2,630
+368
+16% +$24.3K 0.03% 269
2021
Q1 		$140K Buy
2,262
+126
+6% +$6.96K 0.03% 239
2020
Q4 		$107K Buy
2,136
+193
+10% +$8.21K 0.03% 241
2020
Q3 		$59K Sell
1,943
-126
-6% -$4.5K 0.02% 308
2020
Q2 		$75K Buy
2,069
+563
+37% +$19.8K 0.02% 266
2020
Q1 		$38K Buy
1,506
+1,095
+266% +$52K 0.01% 349
2019
Q4 		$24K Buy
411
+1
+0.2% +$59 0.01% 481
2019
Q3 		$24K Buy
410
+273
+199% +$16.3K 0.01% 459
2019
Q2 		$8K Sell
137
-12
-8% -$767 ﹤0.01% 814
2019
Q1 		$8K Buy
149
+102
+217% +$6.04K ﹤0.01% 726
2018
Q4 		$1K Buy
+47
New +$2.86K ﹤0.01% 1023

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's LNC Position: Q3 2021 in Review

Berman Capital Advisors increased its Lincoln National (LNC) stake by 11% in Q3 2021, buying an estimated $18.7K and bringing the position to 2,917 shares worth $199K. The position accounts for 0.03% of the portfolio, ranked #265.

Berman Capital Advisors first reported a position in LNC in Q4 2018 and has held it in 12 quarters since. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

  • Berman Capital Advisors held 2,917 shares of Lincoln National worth $199K as of Q3 2021.
  • Berman Capital Advisors bought 287 Lincoln National shares in Q3 2021, an estimated $18.7K.
  • Lincoln National made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #265 holding.
  • Berman Capital Advisors first reported a position in Lincoln National in Q4 2018 and has held it in 12 quarters since.
  • 634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.