CFA
LNC icon

Cahill Financial Advisors’s Lincoln National LNC Stock Holding History

Cahill 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
Q4 		– Sell
-180
Closed -$12K – 519
2021
Q3 		$12K Buy
+180
New +$11.8K ﹤0.01% 524

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cahill Financial Advisors's LNC Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Lincoln National (LNC) in Q4 2021, closing a stake of 180 shares — an estimated $12K sold.

Cahill Financial Advisors first reported a position in LNC in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 673 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Lincoln National position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 180 Lincoln National shares in Q4 2021, an estimated $12K.
  • Cahill Financial Advisors first reported a position in Lincoln National in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Lincoln National position peaked at $12K in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.