Lombard Odier Asset Management (Switzerland)’s Lincoln National LNC Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	-8,523	Closed	-$582K	–	292
2021 Q4	$582K	Sell	8,523 -3,854	-31%	-$272K	0.04%	221
2021 Q3	$796K	Buy	12,377 +637	+5%	+$41.6K	0.05%	164
2021 Q2	$738K	Sell	11,740 -256	-2%	-$16.9K	0.04%	245
2021 Q1	$747K	Buy	+11,996	New	+$663K	0.05%	189
2020 Q4	–	Sell	-6,815	Closed	-$214K	–	254
2020 Q3	$214K	Buy	+6,815	New	+$243K	0.02%	353
2018 Q2	–	Sell	-16,174	Closed	-$1.18M	–	354
2018 Q1	$1.18M	Sell	16,174 -8,045	-33%	-$631K	0.12%	156
2017 Q4	$1.86M	Buy	24,219 +674	+3%	+$51K	0.18%	126
2017 Q3	$1.73M	Buy	23,545 +3,416	+17%	+$241K	0.17%	126
2017 Q2	$1.36M	Buy	20,129 +123	+0.6%	+$8.13K	0.16%	139
2017 Q1	$1.31M	Buy	+20,006	New	+$1.37M	0.15%	146
2016 Q3	–	Sell	-13,077	Closed	-$507K	–	204
2016 Q2	$507K	Buy	+13,077	New	+$555K	0.07%	194
2015 Q3	–	Sell	-7,555	Closed	-$447K	–	349
2015 Q2	$447K	Sell	7,555 -6,909	-48%	-$405K	0.03%	363
2015 Q1	$837K	Buy	+14,464	New	+$808K	0.09%	199
2014 Q4	–	Sell	-36,515	Closed	-$1.97M	–	562
2014 Q3	$1.97M	Buy	36,515 +26,465	+263%	+$1.41M	0.05%	366
2014 Q2	$515K	Buy	+10,050	New	+$497K	0.06%	218

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

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

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

Lombard Odier Asset Management (Switzerland)'s LNC Position: Q1 2022 in Review

Lombard Odier Asset Management (Switzerland) sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 8,523 shares — an estimated $582K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in LNC in Q2 2014 and held it in 15 quarters. The position peaked at $1.97M in Q3 2014. 652 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

Lombard Odier Asset Management (Switzerland) reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 8,523 Lincoln National shares in Q1 2022, an estimated $582K.
Lombard Odier Asset Management (Switzerland) first reported a position in Lincoln National in Q2 2014 and held it in 15 quarters.
Lombard Odier Asset Management (Switzerland)'s Lincoln National position peaked at $1.97M in Q3 2014.
652 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2022, filed 16 May 2022.