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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dynamic Advisor Solutions's LNC Position: Q4 2022 in Review

Dynamic Advisor Solutions sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 19,107 shares — an estimated $839K sold.

Dynamic Advisor Solutions first reported a position in LNC in Q4 2020 and held it in 8 quarters. The position peaked at $1.26M in Q3 2021. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Dynamic Advisor Solutions reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 19,107 Lincoln National shares in Q4 2022, an estimated $839K.
  • Dynamic Advisor Solutions first reported a position in Lincoln National in Q4 2020 and held it in 8 quarters.
  • Dynamic Advisor Solutions's Lincoln National position peaked at $1.26M in Q3 2021.
  • 574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2022, filed 13 Jan 2023.