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Schubert & Co’s Lincoln National LNC Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-57
Closed -$1.28K – 860
2023
Q1 		$1.28K Buy
57
+24
+73% +$714 ﹤0.01% 1098
2022
Q4 		$1.01K Sell
33
-1
-3% -$40 ﹤0.01% 1172
2022
Q3 		$1K Sell
34
-22
-39% -$1.06K ﹤0.01% 1159
2022
Q2 		$3K Buy
56
+31
+124% +$1.77K ﹤0.01% 610
2022
Q1 		$2K Buy
25
+2
+9% +$137 ﹤0.01% 442
2021
Q4 		$2K Buy
+23
New +$1.62K ﹤0.01% 395

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schubert & Co's LNC Position: Q2 2023 in Review

Schubert & Co sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 57 shares — an estimated $1.28K sold.

Schubert & Co first reported a position in LNC in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 495 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

  • Schubert & Co reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 57 Lincoln National shares in Q2 2023, an estimated $1.28K.
  • Schubert & Co first reported a position in Lincoln National in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Lincoln National position peaked at $3K in Q2 2022.
  • 495 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.