Evolution Wealth Advisors’s Lincoln National LNC Stock Holding History

Evolution Wealth Advisors’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	-59	Closed	-$4K	–	420
2021 Q3	$4K	Hold	59	–	–	﹤0.01%	565
2021 Q2	$4K	Hold	59	–	–	﹤0.01%	558
2021 Q1	$4K	Hold	59	–	–	﹤0.01%	564
2020 Q4	$3K	Hold	59	–	–	﹤0.01%	526
2020 Q3	$2K	Hold	59	–	–	﹤0.01%	546
2020 Q2	$2K	Buy	+59	New	+$2.08K	﹤0.01%	486
2020 Q1	–	Sell	-76	Closed	-$4K	–	513
2019 Q4	$4K	Buy	+76	New	+$4.47K	﹤0.01%	452

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

Evolution Wealth Advisors's LNC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Lincoln National (LNC) in Q4 2021, closing a stake of 59 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in LNC in Q4 2019 and held it in 7 quarters. The position peaked at $4K in Q3 2021. 673 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

Evolution Wealth Advisors reported no remaining Lincoln National position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 59 Lincoln National shares in Q4 2021, an estimated $4K.
Evolution Wealth Advisors first reported a position in Lincoln National in Q4 2019 and held it in 7 quarters.
Evolution Wealth Advisors's Lincoln National position peaked at $4K in Q3 2021.
673 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.