O'Neil Global Advisors’s Lincoln National LNC Stock Holding History

O'Neil Global Advisors’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	-5,118	Closed	-$319K	–	112
2021 Q1	$319K	Buy	+5,118	New	+$283K	0.31%	54

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

O'Neil Global Advisors's LNC Position: Q2 2021 in Review

O'Neil Global Advisors sold out of Lincoln National (LNC) in Q2 2021, closing a stake of 5,118 shares — an estimated $319K sold.

O'Neil Global Advisors first reported a position in LNC in Q1 2021 and held it in 1 quarter. The position peaked at $319K in Q1 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

O'Neil Global Advisors reported no remaining Lincoln National position as of Q2 2021 after selling out during the quarter.
O'Neil Global Advisors sold 5,118 Lincoln National shares in Q2 2021, an estimated $319K.
O'Neil Global Advisors first reported a position in Lincoln National in Q1 2021 and held it in 1 quarter.
O'Neil Global Advisors's Lincoln National position peaked at $319K in Q1 2021.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on O'Neil Global Advisors's 13F filing for Q2 2021, filed 12 Jul 2021.