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Orion Portfolio Solutions’s Lincoln National LNC Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-3,153
Closed -$206K – 720
2022
Q1 		$206K Sell
3,153
-141
-4% -$9.64K 0.01% 676
2021
Q4 		$225K Buy
3,294
+308
+10% +$21.7K 0.01% 653
2021
Q3 		$205K Buy
+2,986
New +$195K 0.01% 621
2020
Q3 		– Sell
-2,559
Closed -$94K – 1346
2020
Q2 		$94K Buy
2,559
+440
+21% +$15.5K 0.01% 559
2020
Q1 		$56K Buy
2,119
+81
+4% +$3.84K ﹤0.01% 565
2019
Q4 		$120K Buy
+2,038
New +$120K 0.01% 386

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Orion Portfolio Solutions's LNC Position: Q2 2022 in Review

Orion Portfolio Solutions sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 3,153 shares — an estimated $206K sold.

Orion Portfolio Solutions first reported a position in LNC in Q4 2019 and held it in 6 quarters. The position peaked at $225K in Q4 2021. 629 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

  • Orion Portfolio Solutions reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 3,153 Lincoln National shares in Q2 2022, an estimated $206K.
  • Orion Portfolio Solutions first reported a position in Lincoln National in Q4 2019 and held it in 6 quarters.
  • Orion Portfolio Solutions's Lincoln National position peaked at $225K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on Orion Portfolio Solutions's 13F filing for Q2 2022, filed 14 Jul 2022.