HC Financial Advisors’s Lincoln National LNC Stock Holding History

HC Financial 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
2020 Q4	–	Sell	-279	Closed	-$9K	–	379
2020 Q3	$9K	Buy	+279	New	+$9.96K	0.01%	269

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HC Financial Advisors's LNC Position: Q4 2020 in Review

HC Financial Advisors sold out of Lincoln National (LNC) in Q4 2020, closing a stake of 279 shares — an estimated $9K sold.

HC Financial Advisors first reported a position in LNC in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 625 funds tracked by Wall St. Rank hold LNC as of Q4 2020.

HC Financial Advisors reported no remaining Lincoln National position as of Q4 2020 after selling out during the quarter.
HC Financial Advisors sold 279 Lincoln National shares in Q4 2020, an estimated $9K.
HC Financial Advisors first reported a position in Lincoln National in Q3 2020 and held it in 1 quarter.
HC Financial Advisors's Lincoln National position peaked at $9K in Q3 2020.
625 funds tracked by Wall St. Rank held Lincoln National as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.