Lee Ainslie’s Lincoln National LNC Stock Holding History

Lee Ainslie’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	-767	Closed	-$48K	–	730
2021 Q2	$48K	Buy	+767	New	+$50.6K	﹤0.01%	610
2020 Q2	–	Sell	-21,265	Closed	-$560K	–	626
2020 Q1	$560K	Buy	+21,265	New	+$1.01M	0.01%	379

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Ainslie's LNC Position: Q3 2021 in Review

Lee Ainslie sold out of Lincoln National (LNC) in Q3 2021, closing a stake of 767 shares — an estimated $48K sold.

Lee Ainslie first reported a position in LNC in Q1 2020 and held it in 2 quarters. The position peaked at $560K in Q1 2020. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

Lee Ainslie reported no remaining Lincoln National position as of Q3 2021 after selling out during the quarter.
Lee Ainslie sold 767 Lincoln National shares in Q3 2021, an estimated $48K.
Lee Ainslie first reported a position in Lincoln National in Q1 2020 and held it in 2 quarters.
Lee Ainslie's Lincoln National position peaked at $560K in Q1 2020.
634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Maverick Capital's 13F filing for Q3 2021, filed 15 Nov 2021.