Level Four Financial’s Lincoln National LNC Stock Holding History

Level Four Financial’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	$232K	Hold	3,370	–	–	0.1%	251
2021 Q2	$212K	Hold	3,370	–	–	0.09%	287
2021 Q1	$210K	Buy	+3,370	New	+$186K	0.1%	252

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

Level Four Financial's LNC Position: Q3 2021 in Review

Level Four Financial held its Lincoln National (LNC) position steady in Q3 2021 at 3,370 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #251.

Level Four Financial first reported a position in LNC in Q1 2021 and has held it in 3 quarters since. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

Level Four Financial held 3,370 shares of Lincoln National worth $232K as of Q3 2021.
Level Four Financial left its Lincoln National share count unchanged in Q3 2021.
Lincoln National made up 0.1% of Level Four Financial's portfolio in Q3 2021, its #251 holding.
Level Four Financial first reported a position in Lincoln National in Q1 2021 and has held it in 3 quarters since.
634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.