Center for Financial Planning’s Lincoln National LNC Stock Holding History

Center for Financial Planning’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	-163	Closed	-$11K	–	560
2021 Q4	$11K	Hold	163	–	–	﹤0.01%	369
2021 Q3	$11K	Hold	163	–	–	﹤0.01%	348
2021 Q2	$10K	Hold	163	–	–	﹤0.01%	364
2021 Q1	$10K	Hold	163	–	–	﹤0.01%	381
2020 Q4	$8K	Hold	163	–	–	﹤0.01%	360
2020 Q3	$5K	Sell	163 -200	-55%	-$7.14K	﹤0.01%	360
2020 Q2	$13K	Hold	363	–	–	﹤0.01%	291
2020 Q1	$10K	Hold	363	–	–	﹤0.01%	327
2019 Q4	$21K	Buy	+363	New	+$21.4K	0.01%	258

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

Center for Financial Planning's LNC Position: Q1 2022 in Review

Center for Financial Planning sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 163 shares — an estimated $11K sold.

Center for Financial Planning first reported a position in LNC in Q4 2019 and held it in 9 quarters. The position peaked at $21K in Q4 2019. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

Center for Financial Planning reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
Center for Financial Planning sold 163 Lincoln National shares in Q1 2022, an estimated $11K.
Center for Financial Planning first reported a position in Lincoln National in Q4 2019 and held it in 9 quarters.
Center for Financial Planning's Lincoln National position peaked at $21K in Q4 2019.
651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on Center for Financial Planning's 13F filing for Q1 2022, filed 3 May 2022.