NIM
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NuWave Investment Management’s Lincoln National LNC Stock Holding History

NuWave Investment 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
-856
Closed -$58K – 332
2021
Q4 		$58K Buy
856
+200
+30% +$14.1K 0.07% 232
2021
Q3 		$45K Sell
656
-384
-37% -$25.1K 0.05% 244
2021
Q2 		$65K Buy
+1,040
New +$68.6K 0.07% 246
2021
Q1 		– Sell
-6,560
Closed -$330K – 363
2020
Q4 		$330K Buy
6,560
+2,934
+81% +$125K 0.43% 78
2020
Q3 		$113K Buy
3,626
+3,080
+564% +$110K 0.17% 160
2020
Q2 		$20K Buy
+546
New +$19.2K 0.03% 268
2020
Q1 		– Sell
-1,984
Closed -$117K – 322
2019
Q4 		$117K Buy
1,984
+1,923
+3,152% +$113K 0.11% 211
2019
Q3 		$3K Sell
61
-1,063
-95% -$63.6K ﹤0.01% 409
2019
Q2 		$72K Buy
1,124
+674
+150% +$43.1K 0.08% 193
2019
Q1 		$26K Buy
450
+386
+603% +$22.9K 0.03% 255
2018
Q4 		$3K Buy
64
+58
+967% +$3.53K 0.01% 331
2018
Q3 		$0 Sell
6
-18
-75% -$1.19K ﹤0.01% 422
2018
Q2 		$1K Buy
+24
New +$1.64K ﹤0.01% 337
2018
Q1 		– Sell
-2,335
Closed -$180K – 300
2017
Q4 		$180K Buy
+2,335
New +$177K 0.21% 139
2014
Q3 		$21K Sell
389
-546
-58% -$29K 0.06% 168
2014
Q2 		$48K Buy
+935
New +$46.2K 0.12% 178
2014
Q1 		– Sell
-7,507
Closed -$388K – 313
2013
Q4 		$388K Sell
7,507
-6,634
-47% -$318K 0.34% 107
2013
Q3 		$594K Buy
+14,141
New +$597K 0.54% 64

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NuWave Investment Management's LNC Position: Q1 2022 in Review

NuWave Investment Management sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 856 shares — an estimated $58K sold.

NuWave Investment Management first reported a position in LNC in Q3 2013 and held it in 18 quarters. The position peaked at $594K in Q3 2013. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

  • NuWave Investment Management reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
  • NuWave Investment Management sold 856 Lincoln National shares in Q1 2022, an estimated $58K.
  • NuWave Investment Management first reported a position in Lincoln National in Q3 2013 and held it in 18 quarters.
  • NuWave Investment Management's Lincoln National position peaked at $594K in Q3 2013.
  • 651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on NuWave Investment Management's 13F filing for Q1 2022, filed 12 Apr 2022.