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Red Door Wealth Management’s Lincoln National LNC Stock Holding History

Red Door Wealth 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
2021
Q3 		– Sell
-125
Closed -$7K – 416
2021
Q2 		$7K Buy
+125
New +$8.25K ﹤0.01% 490

Other funds holding LNC

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Red Door Wealth Management's LNC Position: Q3 2021 in Review

Red Door Wealth Management sold out of Lincoln National (LNC) in Q3 2021, closing a stake of 125 shares — an estimated $7K sold.

Red Door Wealth Management first reported a position in LNC in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 633 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

  • Red Door Wealth Management reported no remaining Lincoln National position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 125 Lincoln National shares in Q3 2021, an estimated $7K.
  • Red Door Wealth Management first reported a position in Lincoln National in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Lincoln National position peaked at $7K in Q2 2021.
  • 633 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.