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MOTCO’s Lincoln National LNC Stock Holding History

MOTCO’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
Q1 		– Sell
-96
Closed -$5K – 706
2020
Q4 		$5K Hold
96
– – ﹤0.01% 589
2020
Q3 		$3K Hold
96
– – ﹤0.01% 555
2020
Q2 		$4K Hold
96
– – ﹤0.01% 497
2020
Q1 		$3K Buy
+96
New +$4.56K ﹤0.01% 517
2019
Q3 		– Sell
-180
Closed -$12K – 643
2019
Q2 		$12K Buy
+180
New +$11.5K ﹤0.01% 584

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MOTCO's LNC Position: Q1 2021 in Review

MOTCO sold out of Lincoln National (LNC) in Q1 2021, closing a stake of 96 shares — an estimated $5K sold.

MOTCO first reported a position in LNC in Q2 2019 and held it in 5 quarters. The position peaked at $12K in Q2 2019. 628 funds tracked by Wall St. Rank hold LNC as of Q1 2021.

  • MOTCO reported no remaining Lincoln National position as of Q1 2021 after selling out during the quarter.
  • MOTCO sold 96 Lincoln National shares in Q1 2021, an estimated $5K.
  • MOTCO first reported a position in Lincoln National in Q2 2019 and held it in 5 quarters.
  • MOTCO's Lincoln National position peaked at $12K in Q2 2019.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q1 2021.

Based on MOTCO's 13F filing for Q1 2021, filed 16 Apr 2021.