GM Advisory Group’s Lincoln National LNC Stock Holding History

GM Advisory Group’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 Q1	–	Sell	-17,160	Closed	-$1.17M	–	211
2021 Q4	$1.17M	Sell	17,160 -620	-3%	-$43.7K	0.1%	86
2021 Q3	$1.22M	Sell	17,780 -625	-3%	-$40.8K	0.12%	82
2021 Q2	$1.16M	Sell	18,405 -10,030	-35%	-$662K	0.12%	84
2021 Q1	$1.77M	Buy	28,435 +3,400	+14%	+$188K	0.21%	62
2020 Q4	$1.26M	Buy	25,035 +1,735	+7%	+$73.8K	0.17%	63
2020 Q3	$730K	Buy	23,300 +1,400	+6%	+$50K	0.11%	78
2020 Q2	$806K	Buy	+21,900	New	+$771K	0.15%	69

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

GM Advisory Group's LNC Position: Q1 2022 in Review

GM Advisory Group sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 17,160 shares — an estimated $1.17M sold.

GM Advisory Group first reported a position in LNC in Q2 2020 and held it in 7 quarters. The position peaked at $1.77M in Q1 2021. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

GM Advisory Group reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
GM Advisory Group sold 17,160 Lincoln National shares in Q1 2022, an estimated $1.17M.
GM Advisory Group first reported a position in Lincoln National in Q2 2020 and held it in 7 quarters.
GM Advisory Group's Lincoln National position peaked at $1.77M in Q1 2021.
651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on GM Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.