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Liberty Wealth Management’s Lincoln National LNC Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-91
Closed -$6K – 699
2021
Q3 		$6K Buy
91
+18
+25% +$1.18K ﹤0.01% 919
2021
Q2 		$5K Hold
73
– – ﹤0.01% 791
2021
Q1 		$3K Hold
73
– – ﹤0.01% 777
2020
Q4 		$3K Buy
73
+18
+33% +$765 ﹤0.01% 773
2020
Q3 		$2K Buy
+55
New +$1.96K ﹤0.01% 767

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Liberty Wealth Management's LNC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Lincoln National (LNC) in Q4 2021, closing a stake of 91 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in LNC in Q3 2020 and held it in 5 quarters. The position peaked at $6K in Q3 2021. 673 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Lincoln National position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 91 Lincoln National shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Lincoln National in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Lincoln National position peaked at $6K in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.