GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Lincoln National LNC Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-3
Closed -$3K – 735
2021
Q3 		$3K Buy
+3
New +$196 ﹤0.01% 835

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's LNC Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Lincoln National (LNC) in Q4 2021, closing a stake of 3 shares — an estimated $3K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in LNC in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 674 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Lincoln National position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3 Lincoln National shares in Q4 2021, an estimated $3K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Lincoln National in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Lincoln National position peaked at $3K in Q3 2021.
  • 674 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.