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Rockbridge Investment Management’s Lincoln Educational Services LINC Stock Holding History

Rockbridge Investment Management’s Portfolio LINC Stock Details LINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-300
Closed -$2.21K – 739
2022
Q1 		$2.21K Hold
300
– – ﹤0.01% 693
2021
Q4 		$2K Buy
+300
New +$2.17K ﹤0.01% 730

Other funds holding LINC

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rockbridge Investment Management's LINC Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Lincoln Educational Services (LINC) in Q2 2022, closing a stake of 300 shares — an estimated $2.21K sold.

Rockbridge Investment Management first reported a position in LINC in Q4 2021 and held it in 2 quarters. The position peaked at $2.21K in Q1 2022. 55 funds tracked by Wall St. Rank hold LINC as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Lincoln Educational Services position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 300 Lincoln Educational Services shares in Q2 2022, an estimated $2.21K.
  • Rockbridge Investment Management first reported a position in Lincoln Educational Services in Q4 2021 and held it in 2 quarters.
  • Rockbridge Investment Management's Lincoln Educational Services position peaked at $2.21K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Lincoln Educational Services as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.