SIAG
LNC icon

Safeguard Investment Advisory Group’s Lincoln National LNC Stock Holding History

Safeguard Investment 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
2021
Q1 		– Sell
-195
Closed -$9K – 436
2020
Q4 		$9K Buy
+195
New +$8.29K 0.01% 435

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
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
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Safeguard Investment Advisory Group's LNC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Lincoln National (LNC) in Q1 2021, closing a stake of 195 shares — an estimated $9K sold.

Safeguard Investment Advisory Group first reported a position in LNC in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 627 funds tracked by Wall St. Rank hold LNC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Lincoln National position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 195 Lincoln National shares in Q1 2021, an estimated $9K.
  • Safeguard Investment Advisory Group first reported a position in Lincoln National in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Lincoln National position peaked at $9K in Q4 2020.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.