Price Wealth’s Lincoln National LNC Stock Holding History

Price Wealth’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
2020 Q3	$4K	Sell	126 -95	-43%	-$3.39K	﹤0.01%	345
2020 Q2	$8K	Buy	+221	New	+$7.78K	﹤0.01%	189
2018 Q3	–	Sell	-338	Closed	-$21K	–	319
2018 Q2	$21K	Buy	338 +211	+166%	+$14.4K	0.01%	194
2018 Q1	$9K	Sell	127 -127	-50%	-$9.96K	0.01%	172
2017 Q4	$19K	Buy	+254	New	+$19.2K	0.01%	121

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Price Wealth's LNC Position: Q3 2020 in Review

Price Wealth reduced its Lincoln National (LNC) stake by 43% in Q3 2020, selling an estimated $3.39K and leaving 126 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Price Wealth first reported a position in LNC in Q4 2017 and has held it in 5 quarters since. The position peaked at $21K in Q2 2018. 535 funds tracked by Wall St. Rank hold LNC as of Q3 2020.

Price Wealth held 126 shares of Lincoln National worth $4K as of Q3 2020.
Price Wealth sold 95 Lincoln National shares in Q3 2020, an estimated $3.39K.
Lincoln National made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #345 holding.
Price Wealth first reported a position in Lincoln National in Q4 2017 and has held it in 5 quarters since.
Price Wealth's Lincoln National position peaked at $21K in Q2 2018.
535 funds tracked by Wall St. Rank held Lincoln National as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.