Nachman Norwood & Parrott’s Lincoln National LNC Stock Holding History

Nachman Norwood & Parrott’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	$332K	Hold	5,291	–	–	0.03%	228
2021 Q1	$329K	Buy	5,291 +63	+1%	+$3.48K	0.04%	217
2020 Q4	$263K	Sell	5,228 -182	-3%	-$7.74K	0.03%	227
2020 Q3	$169K	Buy	+5,410	New	+$193K	0.02%	271
2020 Q1	–	Sell	-3,513	Closed	-$207K	–	237
2019 Q4	$207K	Hold	3,513	–	–	0.03%	238
2019 Q3	$212K	Hold	3,513	–	–	0.04%	225
2019 Q2	$226K	Hold	3,513	–	–	0.04%	225
2019 Q1	$206K	Buy	+3,513	New	+$208K	0.04%	222

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nachman Norwood & Parrott's LNC Position: Q2 2021 in Review

Nachman Norwood & Parrott held its Lincoln National (LNC) position steady in Q2 2021 at 5,291 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #228.

Nachman Norwood & Parrott first reported a position in LNC in Q1 2019 and has held it in 8 quarters since. 619 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

Nachman Norwood & Parrott held 5,291 shares of Lincoln National worth $332K as of Q2 2021.
Nachman Norwood & Parrott left its Lincoln National share count unchanged in Q2 2021.
Lincoln National made up 0.03% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #228 holding.
Nachman Norwood & Parrott first reported a position in Lincoln National in Q1 2019 and has held it in 8 quarters since.
619 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.