Cannell & Spears’s Lincoln National LNC Stock Holding History

Cannell & Spears’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
2023 Q1	–	Sell	-12,000	Closed	-$369K	–	223
2022 Q4	$369K	Hold	12,000	–	–	0.04%	156
2022 Q3	$527K	Hold	12,000	–	–	0.05%	114
2022 Q2	$561K	Hold	12,000	–	–	0.05%	123
2022 Q1	$784K	Hold	12,000	–	–	0.06%	115
2021 Q4	$819K	Hold	12,000	–	–	0.06%	114
2021 Q3	$825K	Hold	12,000	–	–	0.06%	107
2021 Q2	$754K	Hold	12,000	–	–	0.05%	116
2021 Q1	$747K	Hold	12,000	–	–	0.06%	106
2020 Q4	$604K	Sell	12,000 -1,282	-10%	-$54.5K	0.05%	119
2020 Q3	$416K	Hold	13,282	–	–	0.04%	142
2020 Q2	$489K	Hold	13,282	–	–	0.05%	119
2020 Q1	$350K	Buy	13,282 +1,282	+11%	+$60.8K	0.04%	132
2019 Q4	$708K	Hold	12,000	–	–	0.08%	86
2019 Q3	$724K	Hold	12,000	–	–	0.08%	79
2019 Q2	$773K	Hold	12,000	–	–	0.09%	78
2019 Q1	$704K	Hold	12,000	–	–	0.09%	80
2018 Q4	$616K	Hold	12,000	–	–	0.09%	83
2018 Q3	$812K	Hold	12,000	–	–	0.1%	77
2018 Q2	$747K	Hold	12,000	–	–	0.1%	76
2018 Q1	$877K	Hold	12,000	–	–	0.11%	70
2017 Q4	$922K	Buy	+12,000	New	+$908K	0.11%	69

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Cannell & Spears's LNC Position: Q1 2023 in Review

Cannell & Spears sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 12,000 shares — an estimated $369K sold.

Cannell & Spears first reported a position in LNC in Q4 2017 and held it in 21 quarters. The position peaked at $922K in Q4 2017. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

Cannell & Spears reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
Cannell & Spears sold 12,000 Lincoln National shares in Q1 2023, an estimated $369K.
Cannell & Spears first reported a position in Lincoln National in Q4 2017 and held it in 21 quarters.
Cannell & Spears's Lincoln National position peaked at $922K in Q4 2017.
490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Cannell & Spears's 13F filing for Q1 2023, filed 15 May 2023.