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Mayflower Financial Advisors’s Lincoln National LNC Stock Holding History

Mayflower Financial Advisors’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
Q4 		– Sell
-14,401
Closed -$632K – 358
2022
Q3 		$632K Buy
14,401
+1,892
+15% +$91.1K 0.1% 148
2022
Q2 		$585K Buy
12,509
+1,028
+9% +$58.6K 0.09% 168
2022
Q1 		$750K Buy
11,481
+2,039
+22% +$139K 0.1% 147
2021
Q4 		$645K Buy
9,442
+1,501
+19% +$106K 0.09% 162
2021
Q3 		$587K Buy
7,941
+1,008
+15% +$65.8K 0.08% 171
2021
Q2 		$436K Buy
6,933
+3,325
+92% +$219K 0.06% 186
2021
Q1 		$225K Buy
+3,608
New +$199K 0.03% 268

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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mayflower Financial Advisors's LNC Position: Q4 2022 in Review

Mayflower Financial Advisors sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 14,401 shares — an estimated $632K sold.

Mayflower Financial Advisors first reported a position in LNC in Q1 2021 and held it in 7 quarters. The position peaked at $750K in Q1 2022. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Mayflower Financial Advisors reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Mayflower Financial Advisors sold 14,401 Lincoln National shares in Q4 2022, an estimated $632K.
  • Mayflower Financial Advisors first reported a position in Lincoln National in Q1 2021 and held it in 7 quarters.
  • Mayflower Financial Advisors's Lincoln National position peaked at $750K in Q1 2022.
  • 574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Mayflower Financial Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.