Luther King Capital Management (LKCM)’s Lincoln National LNC Stock Holding History

Luther King Capital Management (LKCM)’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 Q2	–	Sell	-4,000	Closed	-$261K	–	613
2022 Q1	$261K	Hold	4,000	–	–	﹤0.01%	564
2021 Q4	$273K	Hold	4,000	–	–	﹤0.01%	570
2021 Q3	$275K	Hold	4,000	–	–	﹤0.01%	557
2021 Q2	$251K	Hold	4,000	–	–	﹤0.01%	573
2021 Q1	$249K	Hold	4,000	–	–	﹤0.01%	517
2020 Q4	$201K	Buy	+4,000	New	+$170K	﹤0.01%	544
2020 Q1	–	Sell	-4,000	Closed	-$236K	–	525
2019 Q4	$236K	Hold	4,000	–	–	﹤0.01%	516
2019 Q3	$241K	Buy	+4,000	New	+$239K	﹤0.01%	497
2015 Q3	–	Sell	-5,725	Closed	-$339K	–	552
2015 Q2	$339K	Hold	5,725	–	–	﹤0.01%	467
2015 Q1	$329K	Sell	5,725 -13,130	-70%	-$733K	﹤0.01%	472
2014 Q4	$1.09M	Hold	18,855	–	–	0.01%	368
2014 Q3	$1.01M	Buy	18,855 +3,800	+25%	+$202K	0.01%	382
2014 Q2	$774K	Sell	15,055 -4,345	-22%	-$215K	0.01%	405
2014 Q1	$983K	Sell	19,400 -520	-3%	-$26.1K	0.01%	380
2013 Q4	$1.03M	Sell	19,920 -16,000	-45%	-$766K	0.01%	380
2013 Q3	$1.51M	Sell	35,920 -130	-0.4%	-$5.49K	0.01%	374
2013 Q2	$1.31M	Buy	+36,050	New	+$1.23M	0.01%	381

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Luther King Capital Management (LKCM)'s LNC Position: Q2 2022 in Review

Luther King Capital Management (LKCM) sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 4,000 shares — an estimated $261K sold.

Luther King Capital Management (LKCM) first reported a position in LNC in Q2 2013 and held it in 17 quarters. The position peaked at $1.51M in Q3 2013. 630 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

Luther King Capital Management (LKCM) reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
Luther King Capital Management (LKCM) sold 4,000 Lincoln National shares in Q2 2022, an estimated $261K.
Luther King Capital Management (LKCM) first reported a position in Lincoln National in Q2 2013 and held it in 17 quarters.
Luther King Capital Management (LKCM)'s Lincoln National position peaked at $1.51M in Q3 2013.
630 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2022, filed 11 Aug 2022.