BI
LNC icon

Bramshill Investments’s Lincoln National LNC Stock Holding History

Bramshill Investments’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
-4,500
Closed -$226K – 194
2020
Q4 		$226K Buy
+4,500
New +$191K 0.02% 137
2020
Q2 		– Sell
-22,500
Closed -$592K – 142
2020
Q1 		$592K Buy
+22,500
New +$1.07M 0.11% 88

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
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
LAM
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

Bramshill Investments's LNC Position: Q1 2021 in Review

Bramshill Investments sold out of Lincoln National (LNC) in Q1 2021, closing a stake of 4,500 shares — an estimated $226K sold.

Bramshill Investments first reported a position in LNC in Q1 2020 and held it in 2 quarters. The position peaked at $592K in Q1 2020. 628 funds tracked by Wall St. Rank hold LNC as of Q1 2021.

  • Bramshill Investments reported no remaining Lincoln National position as of Q1 2021 after selling out during the quarter.
  • Bramshill Investments sold 4,500 Lincoln National shares in Q1 2021, an estimated $226K.
  • Bramshill Investments first reported a position in Lincoln National in Q1 2020 and held it in 2 quarters.
  • Bramshill Investments's Lincoln National position peaked at $592K in Q1 2020.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q1 2021.

Based on Bramshill Investments's 13F filing for Q1 2021, filed 17 May 2021.