CCM
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Community Capital Management’s Lincoln National LNC Stock Holding History

Community Capital Management’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
-17,600
Closed -$773K – 77
2022
Q3 		$773K Buy
17,600
+1,400
+9% +$67.4K 1.01% 38
2022
Q2 		$757K Buy
+16,200
New +$924K 0.92% 42

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

Community Capital Management's LNC Position: Q4 2022 in Review

Community Capital Management sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 17,600 shares — an estimated $773K sold.

Community Capital Management first reported a position in LNC in Q2 2022 and held it in 2 quarters. The position peaked at $773K in Q3 2022. 575 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Community Capital Management reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Community Capital Management sold 17,600 Lincoln National shares in Q4 2022, an estimated $773K.
  • Community Capital Management first reported a position in Lincoln National in Q2 2022 and held it in 2 quarters.
  • Community Capital Management's Lincoln National position peaked at $773K in Q3 2022.
  • 575 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Community Capital Management's 13F filing for Q4 2022, filed 13 Jan 2023.