DAS
LNC icon

Dynamic Advisor Solutions’s Lincoln National LNC Stock Holding History

Dynamic Advisor Solutions’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
-19,107
Closed -$839K – 740
2022
Q3 		$839K Buy
19,107
+488
+3% +$23.5K 0.06% 281
2022
Q2 		$871K Buy
18,619
+284
+2% +$16.2K 0.07% 273
2022
Q1 		$1.2M Buy
18,335
+28
+0.2% +$1.91K 0.08% 237
2021
Q4 		$1.25M Hold
18,307
– – 0.09% 235
2021
Q3 		$1.26M Buy
18,307
+6,293
+52% +$411K 0.09% 237
2021
Q2 		$755K Buy
12,014
+425
+4% +$28.1K 0.06% 329
2021
Q1 		$722K Buy
11,589
+4,350
+60% +$240K 0.07% 300
2020
Q4 		$364K Buy
+7,239
New +$308K 0.03% 448

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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