McCarthy Asset Management’s Lincoln National LNC Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-40	Closed	-$3K	–	174
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	244
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	241
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	242
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	297
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	302
2020 Q4	$2K	Buy	+40	New	+$1.7K	﹤0.01%	279

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

McCarthy Asset Management's LNC Position: Q2 2022 in Review

McCarthy Asset Management sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 40 shares — an estimated $3K sold.

McCarthy Asset Management first reported a position in LNC in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 630 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

McCarthy Asset Management reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 40 Lincoln National shares in Q2 2022, an estimated $3K.
McCarthy Asset Management first reported a position in Lincoln National in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Lincoln National position peaked at $3K in Q1 2022.
630 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.