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Braun-Bostich & Associates’s Lincoln National LNC Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-3,229
Closed -$233K – 112
2021
Q4 		$233K Buy
+3,229
New +$228K 0.06% 98
2019
Q3 		– Sell
-55
Closed -$4K – 207
2019
Q2 		$4K Buy
+55
New +$3.51K ﹤0.01% 293

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Braun-Bostich & Associates's LNC Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 3,229 shares — an estimated $233K sold.

Braun-Bostich & Associates first reported a position in LNC in Q2 2019 and held it in 2 quarters. The position peaked at $233K in Q4 2021. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 3,229 Lincoln National shares in Q1 2022, an estimated $233K.
  • Braun-Bostich & Associates first reported a position in Lincoln National in Q2 2019 and held it in 2 quarters.
  • Braun-Bostich & Associates's Lincoln National position peaked at $233K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.