Sheaff Brock Investment Advisors’s Lincoln National LNC Stock Holding History

Sheaff Brock Investment 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	–	Sell	-9,095	Closed	-$626K	–	568
2021 Q3	$626K	Hold	9,095	–	–	0.05%	225
2021 Q2	$571K	Sell	9,095 -200	-2%	-$13.2K	0.04%	246
2021 Q1	$578K	Sell	9,295 -200	-2%	-$11.1K	0.05%	229
2020 Q4	$478K	Sell	9,495 -200	-2%	-$8.5K	0.04%	244
2020 Q3	$304K	Hold	9,695	–	–	0.03%	304
2020 Q2	$357K	Hold	9,695	–	–	0.04%	271
2020 Q1	$255K	Sell	9,695 -900	-8%	-$42.7K	0.03%	295
2019 Q4	$625K	Sell	10,595 -500	-5%	-$29.4K	0.06%	215
2019 Q3	$669K	Sell	11,095 -300	-3%	-$17.9K	0.07%	196
2019 Q2	$734K	Buy	+11,395	New	+$728K	0.08%	186
2017 Q2	–	Sell	-3,690	Closed	-$242K	–	633
2017 Q1	$242K	Sell	3,690 -200	-5%	-$13.7K	0.03%	462
2016 Q4	$258K	Sell	3,890 -700	-15%	-$40.7K	0.03%	449
2016 Q3	$216K	Buy	+4,590	New	+$206K	0.03%	449
2016 Q2	–	Sell	-5,090	Closed	-$200K	–	619
2016 Q1	$200K	Sell	5,090 -800	-14%	-$31.2K	0.02%	493
2015 Q4	$296K	Buy	+5,890	New	+$308K	0.03%	414

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

Sheaff Brock Investment Advisors's LNC Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of Lincoln National (LNC) in Q4 2021, closing a stake of 9,095 shares — an estimated $626K sold.

Sheaff Brock Investment Advisors first reported a position in LNC in Q4 2015 and held it in 15 quarters. The position peaked at $734K in Q2 2019. 673 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

Sheaff Brock Investment Advisors reported no remaining Lincoln National position as of Q4 2021 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 9,095 Lincoln National shares in Q4 2021, an estimated $626K.
Sheaff Brock Investment Advisors first reported a position in Lincoln National in Q4 2015 and held it in 15 quarters.
Sheaff Brock Investment Advisors's Lincoln National position peaked at $734K in Q2 2019.
673 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.