FormulaFolio Investments’s Lincoln National LNC Stock Holding History

FormulaFolio Investments’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	$61K	Hold	975	–	–	0.02%	135
2021 Q1	$66K	Sell	975 -3,768	-79%	-$208K	0.02%	127
2020 Q4	$239K	Buy	+4,743	New	+$202K	0.01%	586
2019 Q3	–	Sell	-5,599	Closed	-$361K	–	359
2019 Q2	$361K	Buy	+5,599	New	+$358K	0.02%	240
2018 Q2	–	Sell	-5,793	Closed	-$423K	–	318
2018 Q1	$423K	Sell	5,793 -286	-5%	-$22.4K	0.02%	192
2017 Q4	$467K	Sell	6,079 -9,353	-61%	-$708K	0.03%	172
2017 Q3	$1.13M	Buy	15,432 +390	+3%	+$27.5K	0.09%	64
2017 Q2	$1.02M	Buy	+15,042	New	+$995K	0.09%	68
2017 Q1	–	Sell	-15,022	Closed	-$996K	–	226
2016 Q4	$996K	Buy	+15,022	New	+$874K	0.13%	45
2016 Q2	–	Sell	-20,777	Closed	-$814K	–	137
2016 Q1	$814K	Buy	+20,777	New	+$811K	0.14%	59

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FormulaFolio Investments's LNC Position: Q2 2021 in Review

FormulaFolio Investments held its Lincoln National (LNC) position steady in Q2 2021 at 975 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #135.

FormulaFolio Investments first reported a position in LNC in Q1 2016 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2017. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

FormulaFolio Investments held 975 shares of Lincoln National worth $61K as of Q2 2021.
FormulaFolio Investments left its Lincoln National share count unchanged in Q2 2021.
Lincoln National made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #135 holding.
FormulaFolio Investments first reported a position in Lincoln National in Q1 2016 and has held it in 10 quarters since.
FormulaFolio Investments's Lincoln National position peaked at $1.13M in Q3 2017.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.