Laffer Tengler Investments’s Lincoln National LNC Stock Holding History

Laffer Tengler Investments’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
2023 Q3	–	Sell	-5,499	Closed	-$142K	–	363
2023 Q2	$142K	Sell	5,499 -9,570	-64%	-$210K	0.04%	224
2023 Q1	$339K	Hold	15,069	–	–	0.09%	160
2022 Q4	$463K	Buy	15,069 +5,893	+64%	+$234K	0.13%	144
2022 Q3	$403K	Hold	9,176	–	–	0.15%	131
2022 Q2	$429K	Hold	9,176	–	–	0.15%	129
2022 Q1	$600K	Hold	9,176	–	–	0.18%	125
2021 Q4	$626K	Buy	9,176 +834	+10%	+$58.8K	0.18%	124
2021 Q3	$574K	Buy	8,342 +1,251	+18%	+$81.7K	0.17%	135
2021 Q2	$446K	Buy	7,091 +5,004	+240%	+$330K	0.17%	119
2021 Q1	$130K	Buy	2,087 +417	+25%	+$23K	0.05%	207
2020 Q4	$82.8K	Buy	+1,670	New	+$71K	0.03%	231

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laffer Tengler Investments's LNC Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 5,499 shares — an estimated $142K sold.

Laffer Tengler Investments first reported a position in LNC in Q4 2020 and held it in 11 quarters. The position peaked at $626K in Q4 2021. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

Laffer Tengler Investments reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
Laffer Tengler Investments sold 5,499 Lincoln National shares in Q3 2023, an estimated $142K.
Laffer Tengler Investments first reported a position in Lincoln National in Q4 2020 and held it in 11 quarters.
Laffer Tengler Investments's Lincoln National position peaked at $626K in Q4 2021.
475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.