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Clarius Group LLC’s Lincoln National LNC Stock Holding History

Clarius Group LLC’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
Q2 		– Sell
-3,632
Closed -$248K – 505
2022
Q1 		$248K Hold
3,632
– – 0.02% 416
2021
Q4 		$248K Sell
3,632
-3
-0.1% -$212 0.02% 416
2021
Q3 		$250K Buy
+3,635
New +$237K 0.02% 359

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Clarius Group LLC's LNC Position: Q2 2022 in Review

Clarius Group LLC sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 3,632 shares — an estimated $248K sold.

Clarius Group LLC first reported a position in LNC in Q3 2021 and held it in 3 quarters. The position peaked at $250K in Q3 2021. 629 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

  • Clarius Group LLC reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
  • Clarius Group LLC sold 3,632 Lincoln National shares in Q2 2022, an estimated $248K.
  • Clarius Group LLC first reported a position in Lincoln National in Q3 2021 and held it in 3 quarters.
  • Clarius Group LLC's Lincoln National position peaked at $250K in Q3 2021.
  • 629 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on Clarius Group LLC's 13F filing for Q2 2022, filed 10 Aug 2022.