Selective Wealth Management’s Lincoln National LNC Stock Holding History

Selective Wealth Management’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	-553	Closed	-$24K	–	464
2022 Q3	$24K	Sell	553 -553	-50%	-$26.6K	0.01%	398
2022 Q2	$52K	Hold	1,106	–	–	0.02%	316
2022 Q1	$72K	Hold	1,106	–	–	0.03%	243
2021 Q4	$75K	Hold	1,106	–	–	0.03%	225
2021 Q3	$76K	Sell	1,106 -553	-33%	-$36.1K	0.04%	212
2021 Q2	$104K	Hold	1,659	–	–	0.08%	116
2021 Q1	$103K	Hold	1,659	–	–	0.09%	82
2020 Q4	$83K	Hold	1,659	–	–	0.05%	84
2020 Q3	$52K	Sell	1,659 -236	-12%	-$8.42K	0.04%	98
2020 Q2	$70K	Buy	1,895 +1,659	+703%	+$58.4K	0.06%	91
2020 Q1	$6K	Hold	236	–	–	0.01%	190
2019 Q4	$14K	Hold	236	–	–	0.02%	142
2019 Q3	$14K	Buy	+236	New	+$14.1K	0.02%	146

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

Selective Wealth Management's LNC Position: Q4 2022 in Review

Selective Wealth Management sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 553 shares — an estimated $24K sold.

Selective Wealth Management first reported a position in LNC in Q3 2019 and held it in 13 quarters. The position peaked at $104K in Q2 2021. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

Selective Wealth Management reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 553 Lincoln National shares in Q4 2022, an estimated $24K.
Selective Wealth Management first reported a position in Lincoln National in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Lincoln National position peaked at $104K in Q2 2021.
574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.