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Mid Atlantic Financial Management’s Lincoln National LNC Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$454K Buy
6,607
+507
+8% +$33.1K 0.03% 486
2021
Q2 		$383K Buy
6,100
+266
+5% +$17.6K 0.03% 572
2021
Q1 		$363K Hold
5,834
– – 0.03% 549
2020
Q4 		$294K Hold
5,834
– – 0.02% 584
2020
Q3 		$249K Buy
+5,834
New +$208K 0.02% 588

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mid Atlantic Financial Management's LNC Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Lincoln National (LNC) stake by 8.3% in Q3 2021, buying an estimated $33.1K and bringing the position to 6,607 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #486.

Mid Atlantic Financial Management first reported a position in LNC in Q3 2020 and has held it in 5 quarters since. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

  • Mid Atlantic Financial Management held 6,607 shares of Lincoln National worth $454K as of Q3 2021.
  • Mid Atlantic Financial Management bought 507 Lincoln National shares in Q3 2021, an estimated $33.1K.
  • Lincoln National made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #486 holding.
  • Mid Atlantic Financial Management first reported a position in Lincoln National in Q3 2020 and has held it in 5 quarters since.
  • 634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.