Compagnie Lombard Odier SCmA’s Lincoln National LNC Stock Holding History

Compagnie Lombard Odier SCmA’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 Q3	–	Sell	-1,400	Closed	-$88K	–	656
2021 Q2	$88K	Buy	+1,400	New	+$92.4K	﹤0.01%	431
2017 Q1	–	Sell	-5,000	Closed	-$331K	–	794
2016 Q4	$331K	Hold	5,000	–	–	0.01%	385
2016 Q3	$235K	Hold	5,000	–	–	0.01%	457
2016 Q2	$194K	Hold	5,000	–	–	0.01%	481
2016 Q1	$196K	Buy	+5,000	New	+$195K	0.01%	489
2015 Q2	–	Sell	-3,410	Closed	-$196K	–	890
2015 Q1	$196K	Hold	3,410	–	–	0.01%	494
2014 Q4	$197K	Sell	3,410 -6,082	-64%	-$331K	0.01%	418
2014 Q3	$509K	Sell	9,492 -558	-6%	-$29.7K	0.02%	322
2014 Q2	$517K	Buy	10,050 +741	+8%	+$36.6K	0.02%	312
2014 Q1	$472K	Buy	9,309 +619	+7%	+$31.1K	0.02%	332
2013 Q4	$449K	Buy	+8,690	New	+$416K	0.02%	344

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Compagnie Lombard Odier SCmA's LNC Position: Q3 2021 in Review

Compagnie Lombard Odier SCmA sold out of Lincoln National (LNC) in Q3 2021, closing a stake of 1,400 shares — an estimated $88K sold.

Compagnie Lombard Odier SCmA first reported a position in LNC in Q4 2013 and held it in 11 quarters. The position peaked at $517K in Q2 2014. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

Compagnie Lombard Odier SCmA reported no remaining Lincoln National position as of Q3 2021 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 1,400 Lincoln National shares in Q3 2021, an estimated $88K.
Compagnie Lombard Odier SCmA first reported a position in Lincoln National in Q4 2013 and held it in 11 quarters.
Compagnie Lombard Odier SCmA's Lincoln National position peaked at $517K in Q2 2014.
634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q3 2021, filed 28 Oct 2021.