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Bragg Financial Advisors’s Lincoln National LNC Stock Holding History

Bragg 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
2022
Q3 		– Sell
-5,797
Closed -$271K – 295
2022
Q2 		$271K Hold
5,797
– – 0.02% 271
2022
Q1 		$379K Sell
5,797
-250
-4% -$17.1K 0.02% 264
2021
Q4 		$416K Hold
6,047
– – 0.03% 239
2021
Q3 		$416K Buy
6,047
+2,554
+73% +$167K 0.03% 239
2021
Q2 		$220K Buy
3,493
+144
+4% +$9.51K 0.01% 293
2021
Q1 		$209K Sell
3,349
-1,296
-28% -$71.6K 0.01% 289
2020
Q4 		$234K Buy
+4,645
New +$197K 0.02% 266
2020
Q3 		– Sell
-7,932
Closed -$292K – 273
2020
Q2 		$292K Buy
+7,932
New +$279K 0.03% 229

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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bragg Financial Advisors's LNC Position: Q3 2022 in Review

Bragg Financial Advisors sold out of Lincoln National (LNC) in Q3 2022, closing a stake of 5,797 shares — an estimated $271K sold.

Bragg Financial Advisors first reported a position in LNC in Q2 2020 and held it in 8 quarters. The position peaked at $416K in Q4 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q3 2022.

  • Bragg Financial Advisors reported no remaining Lincoln National position as of Q3 2022 after selling out during the quarter.
  • Bragg Financial Advisors sold 5,797 Lincoln National shares in Q3 2022, an estimated $271K.
  • Bragg Financial Advisors first reported a position in Lincoln National in Q2 2020 and held it in 8 quarters.
  • Bragg Financial Advisors's Lincoln National position peaked at $416K in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q3 2022.

Based on Bragg Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.