IA
LNC icon

IndexIQ Advisors’s Lincoln National LNC Stock Holding History

IndexIQ 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
-1,355
Closed -$42K – 1076
2020
Q3 		$42K Buy
1,355
+780
+136% +$27.8K ﹤0.01% 1002
2020
Q2 		$21K Buy
575
+506
+733% +$17.8K ﹤0.01% 1014
2020
Q1 		$2K Sell
69
-1
-1% -$47 ﹤0.01% 965
2019
Q4 		$4K Buy
+70
New +$4.12K ﹤0.01% 756
2019
Q1 		– Sell
-95,907
Closed -$4.92M – 643
2018
Q4 		$4.92M Buy
95,907
+34,857
+57% +$2.12M 0.14% 136
2018
Q3 		$4.13M Sell
61,050
-29,303
-32% -$1.93M 0.13% 140
2018
Q2 		$5.62M Buy
90,353
+30,026
+50% +$2.05M 0.17% 136
2018
Q1 		$4.41M Buy
+60,327
New +$4.73M 0.14% 111

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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

IndexIQ Advisors's LNC Position: Q4 2020 in Review

IndexIQ Advisors sold out of Lincoln National (LNC) in Q4 2020, closing a stake of 1,355 shares — an estimated $42K sold.

IndexIQ Advisors first reported a position in LNC in Q1 2018 and held it in 8 quarters. The position peaked at $5.62M in Q2 2018. 625 funds tracked by Wall St. Rank hold LNC as of Q4 2020.

  • IndexIQ Advisors reported no remaining Lincoln National position as of Q4 2020 after selling out during the quarter.
  • IndexIQ Advisors sold 1,355 Lincoln National shares in Q4 2020, an estimated $42K.
  • IndexIQ Advisors first reported a position in Lincoln National in Q1 2018 and held it in 8 quarters.
  • IndexIQ Advisors's Lincoln National position peaked at $5.62M in Q2 2018.
  • 625 funds tracked by Wall St. Rank held Lincoln National as of Q4 2020.

Based on IndexIQ Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.