Rehmann Capital Advisory Group’s Lincoln National LNC Stock Holding History

Rehmann Capital Advisory 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 Q4	–	Sell	-6,598	Closed	-$290K	–	570
2022 Q3	$290K	Sell	6,598 -60	-0.9%	-$2.89K	0.03%	388
2022 Q2	$311K	Sell	6,658 -36	-0.5%	-$2.05K	0.03%	365
2022 Q1	$438K	Buy	6,694 +69	+1%	+$4.71K	0.04%	333
2021 Q4	$452K	Sell	6,625 -5	-0.1%	-$353	0.04%	329
2021 Q3	$456K	Buy	6,630 +9	+0.1%	+$588	0.04%	339
2021 Q2	$415K	Sell	6,621 -428	-6%	-$28.3K	0.04%	357
2021 Q1	$439K	Sell	7,049 -5	-0.1%	-$276	0.04%	316
2020 Q4	$355K	Buy	7,054 +335	+5%	+$14.2K	0.04%	328
2020 Q3	$211K	Sell	6,719 -6	-0.1%	-$214	0.03%	395
2020 Q2	$247K	Buy	+6,725	New	+$237K	0.03%	361
2019 Q3	$407K	Hold	6,747	–	–	0.05%	191
2019 Q2	$435K	Buy	6,747 +31	+0.5%	+$1.98K	0.05%	273
2019 Q1	$394K	Buy	6,716 +41	+0.6%	+$2.43K	0.05%	269
2018 Q4	$342K	Hold	6,675	–	–	0.05%	180
2018 Q3	$452K	Sell	6,675 -878	-12%	-$58K	0.06%	228
2018 Q2	$470K	Buy	7,553 +6,856	+984%	+$469K	0.07%	214
2018 Q1	$51K	Buy	+697	New	+$54.7K	0.01%	759

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

LAM

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

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

Rehmann Capital Advisory Group's LNC Position: Q4 2022 in Review

Rehmann Capital Advisory Group sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 6,598 shares — an estimated $290K sold.

Rehmann Capital Advisory Group first reported a position in LNC in Q1 2018 and held it in 17 quarters. The position peaked at $470K in Q2 2018. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

Rehmann Capital Advisory Group reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 6,598 Lincoln National shares in Q4 2022, an estimated $290K.
Rehmann Capital Advisory Group first reported a position in Lincoln National in Q1 2018 and held it in 17 quarters.
Rehmann Capital Advisory Group's Lincoln National position peaked at $470K in Q2 2018.
574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.