Lenox Wealth Advisors’s Lincoln National LNC Stock Holding History

Lenox 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
2022 Q1	–	Sell	-28	Closed	-$2K	–	894
2021 Q4	$2K	Buy	+28	New	+$1.98K	﹤0.01%	734
2020 Q1	–	Sell	-5	Closed	–	–	875
2019 Q4	$0	Buy	+5	New	+$294	﹤0.01%	780
2018 Q3	–	Sell	-13	Closed	-$1K	–	476
2018 Q2	$1K	Buy	+13	New	+$890	﹤0.01%	520
2016 Q1	–	Sell	-70	Closed	-$4K	–	343
2015 Q4	$4K	Sell	70 -1,800	-96%	-$94.2K	﹤0.01%	257
2015 Q3	$89K	Buy	1,870 +1,800	+2,571%	+$96.5K	0.03%	55
2015 Q2	$4K	Hold	70	–	–	﹤0.01%	233
2015 Q1	$4K	Hold	70	–	–	﹤0.01%	260
2014 Q4	$4K	Buy	+70	New	+$3.81K	﹤0.01%	267

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's LNC Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 28 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in LNC in Q4 2014 and held it in 8 quarters. The position peaked at $89K in Q3 2015. 652 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

Lenox Wealth Advisors reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 28 Lincoln National shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in Lincoln National in Q4 2014 and held it in 8 quarters.
Lenox Wealth Advisors's Lincoln National position peaked at $89K in Q3 2015.
652 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.