Caldwell Trust’s Lincoln National LNC Stock Holding History

Caldwell Trust’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
2020 Q3	–	Sell	-600	Closed	-$22.1K	–	750
2020 Q2	$22.1K	Hold	600	–	–	﹤0.01%	531
2020 Q1	$15.8K	Hold	600	–	–	﹤0.01%	581
2019 Q4	$35.4K	Buy	+600	New	+$35.3K	0.01%	507

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Caldwell Trust's LNC Position: Q3 2020 in Review

Caldwell Trust sold out of Lincoln National (LNC) in Q3 2020, closing a stake of 600 shares — an estimated $22.1K sold.

Caldwell Trust first reported a position in LNC in Q4 2019 and held it in 3 quarters. The position peaked at $35.4K in Q4 2019. 536 funds tracked by Wall St. Rank hold LNC as of Q3 2020.

Caldwell Trust reported no remaining Lincoln National position as of Q3 2020 after selling out during the quarter.
Caldwell Trust sold 600 Lincoln National shares in Q3 2020, an estimated $22.1K.
Caldwell Trust first reported a position in Lincoln National in Q4 2019 and held it in 3 quarters.
Caldwell Trust's Lincoln National position peaked at $35.4K in Q4 2019.
536 funds tracked by Wall St. Rank held Lincoln National as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.