Gries Financial’s Lincoln National LNC Stock Holding History

Gries Financial’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	-4,000	Closed	-$261K	–	144
2022 Q1	$261K	Hold	4,000	–	–	0.1%	140
2021 Q4	$273K	Hold	4,000	–	–	0.11%	141
2021 Q3	$275K	Hold	4,000	–	–	0.09%	139
2021 Q2	$244K	Hold	4,000	–	–	0.08%	148
2021 Q1	$275K	Buy	+4,000	New	+$221K	0.09%	144

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Gries Financial's LNC Position: Q2 2022 in Review

Gries Financial sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 4,000 shares — an estimated $261K sold.

Gries Financial first reported a position in LNC in Q1 2021 and held it in 5 quarters. The position peaked at $275K in Q3 2021. 630 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

Gries Financial reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
Gries Financial sold 4,000 Lincoln National shares in Q2 2022, an estimated $261K.
Gries Financial first reported a position in Lincoln National in Q1 2021 and held it in 5 quarters.
Gries Financial's Lincoln National position peaked at $275K in Q3 2021.
630 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on Gries Financial's 13F filing for Q2 2022, filed 16 Aug 2022.