Lincoln National Corp’s Affirm AFRM Stock Holding History

Lincoln National Corp’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,929	Closed	-$697K	–	910
2021 Q4	$697K	Buy	6,929 +2,855	+70%	+$377K	0.01%	433
2021 Q3	$485K	Buy	+4,074	New	+$326K	0.01%	511

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

TBWA

Three Bridge Wealth Advisors Los Altos, California $364M AUM 27.86% 1-Year Est. Return

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Lincoln National Corp's AFRM Position: Q1 2022 in Review

Lincoln National Corp sold out of Affirm (AFRM) in Q1 2022, closing a stake of 6,929 shares — an estimated $697K sold.

Lincoln National Corp first reported a position in AFRM in Q3 2021 and held it in 2 quarters. The position peaked at $697K in Q4 2021. 391 funds tracked by Wall St. Rank hold AFRM as of Q1 2022.

Lincoln National Corp reported no remaining Affirm position as of Q1 2022 after selling out during the quarter.
Lincoln National Corp sold 6,929 Affirm shares in Q1 2022, an estimated $697K.
Lincoln National Corp first reported a position in Affirm in Q3 2021 and held it in 2 quarters.
Lincoln National Corp's Affirm position peaked at $697K in Q4 2021.
391 funds tracked by Wall St. Rank held Affirm as of Q1 2022.

Based on Lincoln National Corp's 13F filing for Q1 2022, filed 9 May 2022.