Cedar Brook Financial Partners’s Lincoln National LNC Stock Holding History

Cedar Brook Financial Partners’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	-4,370	Closed	-$204K	–	361
2022 Q2	$204K	Sell	4,370 -1,213	-22%	-$69.2K	0.06%	321
2022 Q1	$365K	Buy	5,583 +69	+1%	+$4.71K	0.09%	231
2021 Q4	$376K	Buy	5,514 +865	+19%	+$61K	0.1%	229
2021 Q3	$320K	Sell	4,649 -944	-17%	-$61.7K	0.1%	233
2021 Q2	$351K	Buy	5,593 +351	+7%	+$23.2K	0.1%	234
2021 Q1	$326K	Buy	5,242 +240	+5%	+$13.3K	0.11%	208
2020 Q4	$252K	Buy	+5,002	New	+$213K	0.09%	253

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 $191B AUM 17.5% 1-Year Est. Return

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

LAM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Cedar Brook Financial Partners's LNC Position: Q3 2022 in Review

Cedar Brook Financial Partners sold out of Lincoln National (LNC) in Q3 2022, closing a stake of 4,370 shares — an estimated $204K sold.

Cedar Brook Financial Partners first reported a position in LNC in Q4 2020 and held it in 7 quarters. The position peaked at $376K in Q4 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q3 2022.

Cedar Brook Financial Partners reported no remaining Lincoln National position as of Q3 2022 after selling out during the quarter.
Cedar Brook Financial Partners sold 4,370 Lincoln National shares in Q3 2022, an estimated $204K.
Cedar Brook Financial Partners first reported a position in Lincoln National in Q4 2020 and held it in 7 quarters.
Cedar Brook Financial Partners's Lincoln National position peaked at $376K in Q4 2021.
618 funds tracked by Wall St. Rank held Lincoln National as of Q3 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2022, filed 3 Jan 2023.