Endurance Wealth Management’s Lincoln National LNC Stock Holding History

Endurance Wealth 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
2021 Q4	–	Sell	-250	Closed	-$17K	–	639
2021 Q3	$17K	Hold	250	–	–	﹤0.01%	476
2021 Q2	$15K	Hold	250	–	–	﹤0.01%	492
2021 Q1	$16K	Buy	+250	New	+$13.8K	﹤0.01%	477
2018 Q3	–	Sell	-4,000	Closed	-$249K	–	485
2018 Q2	$249K	Buy	4,000 +2,000	+100%	+$137K	0.04%	160
2018 Q1	$146K	Buy	+2,000	New	+$157K	0.02%	202

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

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

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

Endurance Wealth Management's LNC Position: Q4 2021 in Review

Endurance Wealth Management sold out of Lincoln National (LNC) in Q4 2021, closing a stake of 250 shares — an estimated $17K sold.

Endurance Wealth Management first reported a position in LNC in Q1 2018 and held it in 5 quarters. The position peaked at $249K in Q2 2018. 673 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

Endurance Wealth Management reported no remaining Lincoln National position as of Q4 2021 after selling out during the quarter.
Endurance Wealth Management sold 250 Lincoln National shares in Q4 2021, an estimated $17K.
Endurance Wealth Management first reported a position in Lincoln National in Q1 2018 and held it in 5 quarters.
Endurance Wealth Management's Lincoln National position peaked at $249K in Q2 2018.
673 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on Endurance Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.