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IBEX Wealth Advisors’s Lincoln National LNC Stock Holding History

IBEX Wealth 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
2021
Q4 		– Sell
-3,505
Closed -$241K – 326
2021
Q3 		$241K Buy
+3,505
New +$229K 0.05% 158
2018
Q3 		– Sell
-51,259
Closed -$3.64M – 98
2018
Q2 		$3.64M Hold
51,259
– – 1.46% 27
2018
Q1 		$3.64M Sell
51,259
-2,002
-4% -$157K 1.48% 27
2017
Q4 		$4.2M Sell
53,261
-712
-1% -$53.9K 1.86% 21
2017
Q3 		$4.03M Sell
53,973
-471
-0.9% -$33.2K 1.49% 19
2017
Q2 		$3.85M Buy
54,444
+5,737
+12% +$379K 1.51% 18
2017
Q1 		$3.14M Buy
48,707
+3,915
+9% +$268K 1.94% 19
2016
Q4 		$3M Buy
+44,792
New +$2.61M 1.44% 21

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 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

IBEX Wealth Advisors's LNC Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Lincoln National (LNC) in Q4 2021, closing a stake of 3,505 shares — an estimated $241K sold.

IBEX Wealth Advisors first reported a position in LNC in Q4 2016 and held it in 8 quarters. The position peaked at $4.2M in Q4 2017. 673 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Lincoln National position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,505 Lincoln National shares in Q4 2021, an estimated $241K.
  • IBEX Wealth Advisors first reported a position in Lincoln National in Q4 2016 and held it in 8 quarters.
  • IBEX Wealth Advisors's Lincoln National position peaked at $4.2M in Q4 2017.
  • 673 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.