Private Capital Group’s Lincoln National LNC Stock Holding History

Private Capital 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
2022 Q2	$16K	Sell	348 -135	-28%	-$7.7K	0.01%	905
2022 Q1	$32K	Buy	483 +157	+48%	+$10.7K	0.01%	831
2021 Q4	$22K	Hold	326	–	–	﹤0.01%	1033
2021 Q3	$22K	Buy	326 +38	+13%	+$2.48K	0.01%	1037
2021 Q2	$18K	Buy	288 +12	+4%	+$792	﹤0.01%	1144
2021 Q1	$17K	Sell	276 -745	-73%	-$41.2K	﹤0.01%	1134
2020 Q4	$51K	Buy	1,021 +976	+2,169%	+$41.5K	0.01%	777
2020 Q3	$1K	Sell	45 -408	-90%	-$14.6K	﹤0.01%	1861
2020 Q2	$17K	Sell	453 -20	-4%	-$704	﹤0.01%	1166
2020 Q1	$12K	Sell	473 -54	-10%	-$2.56K	﹤0.01%	1213
2019 Q4	$31K	Sell	527 -686	-57%	-$40.4K	0.01%	944
2019 Q3	$73K	Buy	1,213 +29	+2%	+$1.73K	0.01%	609
2019 Q2	$74K	Buy	1,184 +335	+39%	+$21.4K	0.02%	499
2019 Q1	$50K	Sell	849 -10	-1%	-$592	0.01%	774
2018 Q4	$44K	Sell	859 -425	-33%	-$25.8K	0.01%	729
2018 Q3	$86K	Hold	1,284	–	–	0.02%	482
2018 Q2	$79K	Hold	1,284	–	–	0.02%	508
2018 Q1	$94K	Sell	1,284 -193	-13%	-$15.1K	0.02%	427
2017 Q4	$114K	Buy	+1,477	New	+$112K	0.03%	366

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Private Capital Group's LNC Position: Q2 2022 in Review

Private Capital Group reduced its Lincoln National (LNC) stake by 28% in Q2 2022, selling an estimated $7.7K and leaving 348 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #905.

Private Capital Group first reported a position in LNC in Q4 2017 and has held it in 19 quarters since. The position peaked at $114K in Q4 2017. 630 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

Private Capital Group held 348 shares of Lincoln National worth $16K as of Q2 2022.
Private Capital Group sold 135 Lincoln National shares in Q2 2022, an estimated $7.7K.
Lincoln National made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #905 holding.
Private Capital Group first reported a position in Lincoln National in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Lincoln National position peaked at $114K in Q4 2017.
630 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.