Cerity Partners OCIO’s Lincoln National LNC Stock Holding History

Cerity Partners OCIO’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
2021 Q1	–	Sell	-59,537	Closed	-$3M	–	388
2020 Q4	$3M	Buy	+59,537	New	+$2.53M	0.12%	91
2019 Q4	–	Sell	-5,289	Closed	-$319K	–	347
2019 Q3	$319K	Buy	+5,289	New	+$316K	0.02%	253
2018 Q3	–	Sell	-8,690	Closed	-$541K	–	290
2018 Q2	$541K	Buy	+8,690	New	+$595K	0.03%	173

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners OCIO's LNC Position: Q1 2021 in Review

Cerity Partners OCIO sold out of Lincoln National (LNC) in Q1 2021, closing a stake of 59,537 shares — an estimated $3M sold.

Cerity Partners OCIO first reported a position in LNC in Q2 2018 and held it in 3 quarters. The position peaked at $3M in Q4 2020. 628 funds tracked by Wall St. Rank hold LNC as of Q1 2021.

Cerity Partners OCIO reported no remaining Lincoln National position as of Q1 2021 after selling out during the quarter.
Cerity Partners OCIO sold 59,537 Lincoln National shares in Q1 2021, an estimated $3M.
Cerity Partners OCIO first reported a position in Lincoln National in Q2 2018 and held it in 3 quarters.
Cerity Partners OCIO's Lincoln National position peaked at $3M in Q4 2020.
628 funds tracked by Wall St. Rank held Lincoln National as of Q1 2021.

Based on Cerity Partners OCIO's 13F filing for Q1 2021, filed 6 May 2021.