Reilly Financial Advisors’s Lincoln National LNC Stock Holding History

Reilly Financial Advisors’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 Q4	$28K	Hold	405	–	–	﹤0.01%	506
2021 Q3	$28K	Hold	405	–	–	﹤0.01%	470
2021 Q2	$25K	Hold	405	–	–	﹤0.01%	498
2021 Q1	$25K	Hold	405	–	–	﹤0.01%	498
2020 Q4	$20K	Hold	405	–	–	﹤0.01%	492
2020 Q3	$13K	Sell	405 -235	-37%	-$8.39K	﹤0.01%	522
2020 Q2	$24K	Sell	640 -37,790	-98%	-$1.33M	﹤0.01%	418
2020 Q1	$1.01M	Buy	38,430 +37,830	+6,305%	+$1.8M	0.15%	92
2019 Q4	$35K	Hold	600	–	–	﹤0.01%	397
2019 Q3	$36K	Buy	+600	New	+$35.9K	﹤0.01%	400

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

LAM

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reilly Financial Advisors's LNC Position: Q4 2021 in Review

Reilly Financial Advisors held its Lincoln National (LNC) position steady in Q4 2021 at 405 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Reilly Financial Advisors first reported a position in LNC in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.01M in Q1 2020. 674 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

Reilly Financial Advisors held 405 shares of Lincoln National worth $28K as of Q4 2021.
Reilly Financial Advisors left its Lincoln National share count unchanged in Q4 2021.
Lincoln National made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #506 holding.
Reilly Financial Advisors first reported a position in Lincoln National in Q3 2019 and has held it in 10 quarters since.
Reilly Financial Advisors's Lincoln National position peaked at $1.01M in Q1 2020.
674 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.