MWM
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Modera Wealth Management’s Lincoln National LNC Stock Holding History

Modera Wealth 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
Q1 		– Sell
-3,373
Closed -$230K – 493
2021
Q4 		$230K Buy
+3,373
New +$238K 0.01% 514

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Modera Wealth Management's LNC Position: Q1 2022 in Review

Modera Wealth Management sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 3,373 shares — an estimated $230K sold.

Modera Wealth Management first reported a position in LNC in Q4 2021 and held it in 1 quarter. The position peaked at $230K in Q4 2021. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

  • Modera Wealth Management reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 3,373 Lincoln National shares in Q1 2022, an estimated $230K.
  • Modera Wealth Management first reported a position in Lincoln National in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Lincoln National position peaked at $230K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.