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Flagship Private Wealth’s Lincoln National LNC Stock Holding History

Flagship Private Wealth’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
Q3 		– Sell
-66
Closed -$4.04K – 198
2021
Q2 		$4.04K Hold
66
– – ﹤0.01% 287
2021
Q1 		$4.13K Hold
66
– – ﹤0.01% 258
2020
Q4 		$3.09K Buy
+66
New +$2.81K ﹤0.01% 283

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Flagship Private Wealth's LNC Position: Q3 2021 in Review

Flagship Private Wealth sold out of Lincoln National (LNC) in Q3 2021, closing a stake of 66 shares — an estimated $4.04K sold.

Flagship Private Wealth first reported a position in LNC in Q4 2020 and held it in 3 quarters. The position peaked at $4.13K in Q1 2021. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

  • Flagship Private Wealth reported no remaining Lincoln National position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 66 Lincoln National shares in Q3 2021, an estimated $4.04K.
  • Flagship Private Wealth first reported a position in Lincoln National in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Lincoln National position peaked at $4.13K in Q1 2021.
  • 634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.