Geller Advisors’s Lincoln National LNC Stock Holding History

Geller 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
2022 Q2	–	Sell	-3,163	Closed	-$207K	–	158
2022 Q1	$207K	Buy	+3,163	New	+$216K	0.04%	164

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

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

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

LAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Geller Advisors's LNC Position: Q2 2022 in Review

Geller Advisors sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 3,163 shares — an estimated $207K sold.

Geller Advisors first reported a position in LNC in Q1 2022 and held it in 1 quarter. The position peaked at $207K in Q1 2022. 629 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

Geller Advisors reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
Geller Advisors sold 3,163 Lincoln National shares in Q2 2022, an estimated $207K.
Geller Advisors first reported a position in Lincoln National in Q1 2022 and held it in 1 quarter.
Geller Advisors's Lincoln National position peaked at $207K in Q1 2022.
629 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on Geller Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.