CSat Investment Advisory’s Lincoln National LNC Stock Holding History

CSat Investment Advisory’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	$72K	Sell	1,158 -64	-5%	-$3.54K	0.06%	121
2020 Q4	$61K	Sell	1,222 -1,366	-53%	-$58.1K	0.06%	125
2020 Q3	$81K	Buy	2,588 +579	+29%	+$20.7K	0.01%	546
2020 Q2	$74K	Buy	2,009 +1,027	+105%	+$36.1K	0.01%	576
2020 Q1	$25K	Buy	982 +30	+3%	+$1.42K	0.01%	685
2019 Q4	$56K	Buy	952 +103	+12%	+$6.06K	0.01%	596
2019 Q3	$51K	Buy	849 +135	+19%	+$8.07K	0.02%	536
2019 Q2	$46K	Buy	714 +324	+83%	+$20.7K	0.02%	575
2019 Q1	$23K	Sell	390 -24	-6%	-$1.42K	0.01%	289
2018 Q4	$21K	Buy	414 +189	+84%	+$11.5K	0.01%	268
2018 Q3	$15K	Buy	225 +60	+36%	+$3.96K	0.01%	281
2018 Q2	$10K	Buy	+165	New	+$11.3K	0.01%	347

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSat Investment Advisory's LNC Position: Q1 2021 in Review

CSat Investment Advisory reduced its Lincoln National (LNC) stake by 5.2% in Q1 2021, selling an estimated $3.54K and leaving 1,158 shares worth $72K. The position accounts for 0.06% of the portfolio, ranked #121.

CSat Investment Advisory first reported a position in LNC in Q2 2018 and has held it in 12 quarters since. The position peaked at $81K in Q3 2020. 627 funds tracked by Wall St. Rank hold LNC as of Q1 2021.

CSat Investment Advisory held 1,158 shares of Lincoln National worth $72K as of Q1 2021.
CSat Investment Advisory sold 64 Lincoln National shares in Q1 2021, an estimated $3.54K.
Lincoln National made up 0.06% of CSat Investment Advisory's portfolio in Q1 2021, its #121 holding.
CSat Investment Advisory first reported a position in Lincoln National in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Lincoln National position peaked at $81K in Q3 2020.
627 funds tracked by Wall St. Rank held Lincoln National as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.