SkyOak Wealth’s Lincoln National LNC Stock Holding History

SkyOak Wealth’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 Q3	–	Sell	-4,410	Closed	-$206K	–	228
2022 Q2	$206K	Hold	4,410	–	–	0.07%	187
2022 Q1	$288K	Hold	4,410	–	–	0.08%	183
2021 Q4	$301K	Hold	4,410	–	–	0.08%	180
2021 Q3	$303K	Hold	4,410	–	–	0.08%	171
2021 Q2	$277K	Hold	4,410	–	–	0.07%	183
2021 Q1	$286K	Hold	4,410	–	–	0.08%	174
2020 Q4	$222K	Buy	+4,410	New	+$187K	0.07%	194

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SkyOak Wealth's LNC Position: Q3 2022 in Review

SkyOak Wealth sold out of Lincoln National (LNC) in Q3 2022, closing a stake of 4,410 shares — an estimated $206K sold.

SkyOak Wealth first reported a position in LNC in Q4 2020 and held it in 7 quarters. The position peaked at $303K in Q3 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q3 2022.

SkyOak Wealth reported no remaining Lincoln National position as of Q3 2022 after selling out during the quarter.
SkyOak Wealth sold 4,410 Lincoln National shares in Q3 2022, an estimated $206K.
SkyOak Wealth first reported a position in Lincoln National in Q4 2020 and held it in 7 quarters.
SkyOak Wealth's Lincoln National position peaked at $303K in Q3 2021.
618 funds tracked by Wall St. Rank held Lincoln National as of Q3 2022.

Based on SkyOak Wealth's 13F filing for Q3 2022, filed 25 Oct 2022.