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Simplicity Solutions’s Lincoln National LNC Stock Holding History

Simplicity Solutions’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
-10,695
Closed -$538K – 776
2020
Q4 		$538K Buy
+10,695
New +$455K 0.01% 686
2020
Q3 		– Sell
-5,986
Closed -$220K – 909
2020
Q2 		$220K Buy
+5,986
New +$211K ﹤0.01% 802
2016
Q1 		– Sell
-33,983
Closed -$1.71M – 368
2015
Q4 		$1.71M Buy
+33,983
New +$1.78M 0.2% 140

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Solutions's LNC Position: Q1 2021 in Review

Simplicity Solutions sold out of Lincoln National (LNC) in Q1 2021, closing a stake of 10,695 shares — an estimated $538K sold.

Simplicity Solutions first reported a position in LNC in Q4 2015 and held it in 3 quarters. The position peaked at $1.71M in Q4 2015. 628 funds tracked by Wall St. Rank hold LNC as of Q1 2021.

  • Simplicity Solutions reported no remaining Lincoln National position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 10,695 Lincoln National shares in Q1 2021, an estimated $538K.
  • Simplicity Solutions first reported a position in Lincoln National in Q4 2015 and held it in 3 quarters.
  • Simplicity Solutions's Lincoln National position peaked at $1.71M in Q4 2015.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.