Family Management’s Lincoln National LNC Stock Holding History

Family 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 Q2	–	Sell	-3,469	Closed	-$216K	–	204
2021 Q1	$216K	Buy	+3,469	New	+$192K	0.07%	139

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Family Management's LNC Position: Q2 2021 in Review

Family Management sold out of Lincoln National (LNC) in Q2 2021, closing a stake of 3,469 shares — an estimated $216K sold.

Family Management first reported a position in LNC in Q1 2021 and held it in 1 quarter. The position peaked at $216K in Q1 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

Family Management reported no remaining Lincoln National position as of Q2 2021 after selling out during the quarter.
Family Management sold 3,469 Lincoln National shares in Q2 2021, an estimated $216K.
Family Management first reported a position in Lincoln National in Q1 2021 and held it in 1 quarter.
Family Management's Lincoln National position peaked at $216K in Q1 2021.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on Family Management's 13F filing for Q2 2021, filed 13 Aug 2021.