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Chesley Taft & Associates’s Lincoln National LNC Stock Holding History

Chesley Taft & Associates’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
Q4 		– Sell
-5,209
Closed -$229K – 285
2022
Q3 		$229K Hold
5,209
– – 0.02% 270
2022
Q2 		$244K Buy
+5,209
New +$297K 0.02% 273

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chesley Taft & Associates's LNC Position: Q4 2022 in Review

Chesley Taft & Associates sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 5,209 shares — an estimated $229K sold.

Chesley Taft & Associates first reported a position in LNC in Q2 2022 and held it in 2 quarters. The position peaked at $244K in Q2 2022. 575 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Chesley Taft & Associates reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Chesley Taft & Associates sold 5,209 Lincoln National shares in Q4 2022, an estimated $229K.
  • Chesley Taft & Associates first reported a position in Lincoln National in Q2 2022 and held it in 2 quarters.
  • Chesley Taft & Associates's Lincoln National position peaked at $244K in Q2 2022.
  • 575 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Chesley Taft & Associates's 13F filing for Q4 2022, filed 20 Jan 2023.