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MPS Loria Financial Planners’s Lincoln National LNC Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-21
Closed -$1K – 374
2021
Q1 		$1K Hold
21
– – ﹤0.01% 516
2020
Q4 		$1K Buy
+21
New +$893 ﹤0.01% 554

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MPS Loria Financial Planners's LNC Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Lincoln National (LNC) in Q2 2021, closing a stake of 21 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in LNC in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Lincoln National position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 21 Lincoln National shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Lincoln National in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Lincoln National position peaked at $1K in Q1 2021.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.