CCMG
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Clark Capital Management Group’s Lincoln National LNC Stock Holding History

Clark Capital Management Group’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
-13,605
Closed -$684K – 358
2020
Q4 		$684K Buy
+13,605
New +$578K 0.01% 286
2019
Q4 		– Sell
-386,776
Closed -$23.3M – 332
2019
Q3 		$23.3M Sell
386,776
-45,389
-11% -$2.71M 0.53% 67
2019
Q2 		$27.9M Buy
432,165
+160,127
+59% +$10.2M 0.59% 61
2019
Q1 		$16M Buy
+272,038
New +$16.1M 0.38% 111
2018
Q2 		– Sell
-314,389
Closed -$23M – 297
2018
Q1 		$23M Buy
314,389
+28,169
+10% +$2.21M 0.72% 50
2017
Q4 		$22M Buy
286,220
+25,332
+10% +$1.92M 0.67% 54
2017
Q3 		$19.2M Buy
260,888
+29,530
+13% +$2.08M 0.65% 56
2017
Q2 		$15.6M Buy
231,358
+37,832
+20% +$2.5M 0.61% 53
2017
Q1 		$12.7M Buy
193,526
+82,038
+74% +$5.61M 0.56% 58
2016
Q4 		$7.39M Buy
+111,488
New +$6.49M 0.38% 85
2016
Q3 		– Sell
-5,175
Closed -$201K – 315
2016
Q2 		$201K Buy
+5,175
New +$220K 0.01% 283
2015
Q2 		– Sell
-47,297
Closed -$2.72M – 340
2015
Q1 		$2.72M Buy
47,297
+4,011
+9% +$224K 0.25% 97
2014
Q4 		$2.5M Buy
43,286
+2,777
+7% +$151K 0.23% 92
2014
Q3 		$2.17M Sell
40,509
-1,279
-3% -$68K 0.19% 93
2014
Q2 		$2.15M Sell
41,788
-4,982
-11% -$246K 0.18% 98
2014
Q1 		$2.37M Sell
46,770
-5,501
-11% -$277K 0.2% 100
2013
Q4 		$2.7M Sell
52,271
-2,649
-5% -$127K 0.22% 93
2013
Q3 		$2.31M Buy
54,920
+17,668
+47% +$746K 0.18% 96
2013
Q2 		$1.36M Buy
+37,252
New +$1.27M 0.13% 117

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clark Capital Management Group's LNC Position: Q1 2021 in Review

Clark Capital Management Group sold out of Lincoln National (LNC) in Q1 2021, closing a stake of 13,605 shares — an estimated $684K sold.

Clark Capital Management Group first reported a position in LNC in Q2 2013 and held it in 19 quarters. The position peaked at $27.9M in Q2 2019. 626 funds tracked by Wall St. Rank hold LNC as of Q1 2021.

  • Clark Capital Management Group reported no remaining Lincoln National position as of Q1 2021 after selling out during the quarter.
  • Clark Capital Management Group sold 13,605 Lincoln National shares in Q1 2021, an estimated $684K.
  • Clark Capital Management Group first reported a position in Lincoln National in Q2 2013 and held it in 19 quarters.
  • Clark Capital Management Group's Lincoln National position peaked at $27.9M in Q2 2019.
  • 626 funds tracked by Wall St. Rank held Lincoln National as of Q1 2021.

Based on Clark Capital Management Group's 13F filing for Q1 2021, filed 17 May 2021.