LSAG
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Lake Street Advisors Group’s Lincoln National LNC Stock Holding History

Lake Street Advisors Group’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
Q3 		– Sell
-3,183
Closed -$225K – 341
2021
Q2 		$225K Sell
3,183
-44
-1% -$2.9K 0.02% 291
2021
Q1 		$201K Buy
+3,227
New +$178K 0.02% 311

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lake Street Advisors Group's LNC Position: Q3 2021 in Review

Lake Street Advisors Group sold out of Lincoln National (LNC) in Q3 2021, closing a stake of 3,183 shares — an estimated $225K sold.

Lake Street Advisors Group first reported a position in LNC in Q1 2021 and held it in 2 quarters. The position peaked at $225K in Q2 2021. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

  • Lake Street Advisors Group reported no remaining Lincoln National position as of Q3 2021 after selling out during the quarter.
  • Lake Street Advisors Group sold 3,183 Lincoln National shares in Q3 2021, an estimated $225K.
  • Lake Street Advisors Group first reported a position in Lincoln National in Q1 2021 and held it in 2 quarters.
  • Lake Street Advisors Group's Lincoln National position peaked at $225K in Q2 2021.
  • 634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Lake Street Advisors Group's 13F filing for Q3 2021, filed 15 Nov 2021.