Capital Directions Investment Advisors’s Lincoln National LNC Stock Holding History

Capital Directions Investment 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
2022 Q3	–	Sell	-600	Closed	-$28K	–	232
2022 Q2	$28K	Hold	600	–	–	0.01%	157
2022 Q1	$39K	Buy	+600	New	+$41K	0.01%	158
2021 Q4	–	Sell	-300	Closed	-$21K	–	146
2021 Q3	$21K	Hold	300	–	–	0.01%	193
2021 Q2	$19K	Buy	+300	New	+$19.8K	0.01%	174
2021 Q1	–	Sell	-300	Closed	-$15K	–	280
2020 Q4	$15K	Buy	+300	New	+$12.8K	0.01%	167
2020 Q3	–	Sell	-400	Closed	-$15K	–	202
2020 Q2	$15K	Hold	400	–	–	0.01%	171
2020 Q1	$11K	Hold	400	–	–	﹤0.01%	201
2019 Q4	$24K	Hold	400	–	–	0.01%	180
2019 Q3	$24K	Buy	+400	New	+$23.9K	0.01%	176
2018 Q3	–	Sell	-400	Closed	-$25K	–	193
2018 Q2	$25K	Buy	+400	New	+$27.4K	0.01%	101

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital Directions Investment Advisors's LNC Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of Lincoln National (LNC) in Q3 2022, closing a stake of 600 shares — an estimated $28K sold.

Capital Directions Investment Advisors first reported a position in LNC in Q2 2018 and held it in 10 quarters. The position peaked at $39K in Q1 2022. 618 funds tracked by Wall St. Rank hold LNC as of Q3 2022.

Capital Directions Investment Advisors reported no remaining Lincoln National position as of Q3 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 600 Lincoln National shares in Q3 2022, an estimated $28K.
Capital Directions Investment Advisors first reported a position in Lincoln National in Q2 2018 and held it in 10 quarters.
Capital Directions Investment Advisors's Lincoln National position peaked at $39K in Q1 2022.
618 funds tracked by Wall St. Rank held Lincoln National as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.