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Next Financial Group’s Lincoln National LNC Stock Holding History

Next Financial Group’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
Q4 		$42K Buy
616
+31
+5% +$2.19K ﹤0.01% 1544
2021
Q3 		$40K Buy
585
+10
+2% +$653 ﹤0.01% 1508
2021
Q2 		$36K Sell
575
-284
-33% -$18.7K ﹤0.01% 1520
2021
Q1 		$53K Hold
859
– – ﹤0.01% 1257
2020
Q4 		$43K Buy
859
+7
+0.8% +$298 ﹤0.01% 1250
2020
Q3 		$27K Buy
+852
New +$30.4K ﹤0.01% 1304
2020
Q2 		– Sell
-852
Closed -$22K – 1324
2020
Q1 		$22K Hold
852
– – ﹤0.01% 1236
2019
Q4 		$50K Sell
852
-1,200
-58% -$70.6K 0.01% 1190
2019
Q3 		$124K Hold
2,052
– – 0.01% 840
2019
Q2 		$132K Buy
2,052
+852
+71% +$54.4K 0.01% 817
2019
Q1 		$70K Sell
1,200
-1,708
-59% -$101K 0.02% 639
2018
Q4 		$149K Buy
2,908
+1,708
+142% +$104K 0.03% 466
2018
Q3 		$81K Buy
+1,200
New +$79.2K 0.04% 421
2018
Q2 		– Sell
-2,908
Closed -$212K – 346
2018
Q1 		$212K Buy
+2,908
New +$228K 0.04% 374
2017
Q4 		– Sell
-1,300
Closed -$97K – 907
2017
Q3 		$97K Sell
1,300
-300
-19% -$21.2K 0.03% 496
2017
Q2 		$108K Sell
1,600
-50
-3% -$3.31K 0.03% 523
2017
Q1 		$109K Sell
1,650
-8,219
-83% -$562K 0.03% 463
2016
Q4 		$654K Sell
9,869
-788
-7% -$45.8K 0.11% 202
2016
Q3 		$501K Buy
10,657
+8,919
+513% +$399K 0.09% 243
2016
Q2 		$67K Buy
1,738
+755
+77% +$32K 0.02% 576
2016
Q1 		$38K Buy
983
+183
+23% +$7.15K 0.01% 707
2015
Q4 		$40K Sell
800
-38
-5% -$1.99K 0.01% 686
2015
Q3 		$39K Hold
838
– – 0.01% 710
2015
Q2 		$49K Buy
838
+38
+5% +$2.23K 0.02% 675
2015
Q1 		$45K Hold
800
– – 0.01% 703
2014
Q4 		$46K Sell
800
-100
-11% -$5.44K 0.02% 682
2014
Q3 		$48K Buy
+900
New +$47.9K 0.01% 966

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's LNC Position: Q4 2021 in Review

Next Financial Group increased its Lincoln National (LNC) stake by 5.3% in Q4 2021, buying an estimated $2.19K and bringing the position to 616 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Next Financial Group first reported a position in LNC in Q3 2014 and has held it in 27 quarters since. The position peaked at $654K in Q4 2016. 673 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

  • Next Financial Group held 616 shares of Lincoln National worth $42K as of Q4 2021.
  • Next Financial Group bought 31 Lincoln National shares in Q4 2021, an estimated $2.19K.
  • Lincoln National made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1544 holding.
  • Next Financial Group first reported a position in Lincoln National in Q3 2014 and has held it in 27 quarters since.
  • Next Financial Group's Lincoln National position peaked at $654K in Q4 2016.
  • 673 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.