Capitolis Advisors’s Lincoln National LNC Stock Holding History

Capitolis 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 Q1	–	Sell	-3,024	Closed	-$206K	–	334
2021 Q4	$206K	Sell	3,024 -2,240	-43%	-$158K	﹤0.01%	523
2021 Q3	$383K	Sell	5,264 -6,108	-54%	-$399K	﹤0.01%	369
2021 Q2	$715K	Sell	11,372 -78,674	-87%	-$5.19M	0.01%	318
2021 Q1	$5.61M	Buy	90,046 +57,067	+173%	+$3.15M	0.1%	162
2020 Q4	$1.66M	Buy	+32,979	New	+$1.4M	0.03%	345

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

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

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

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

Capitolis Advisors's LNC Position: Q1 2022 in Review

Capitolis Advisors sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 3,024 shares — an estimated $206K sold.

Capitolis Advisors first reported a position in LNC in Q4 2020 and held it in 5 quarters. The position peaked at $5.61M in Q1 2021. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

Capitolis Advisors reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
Capitolis Advisors sold 3,024 Lincoln National shares in Q1 2022, an estimated $206K.
Capitolis Advisors first reported a position in Lincoln National in Q4 2020 and held it in 5 quarters.
Capitolis Advisors's Lincoln National position peaked at $5.61M in Q1 2021.
651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.