SFS
LNC icon

Sowell Financial Services’s Lincoln National LNC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-3,511
Closed -$241K – 1766
2021
Q1 		$241K Buy
3,511
+376
+12% +$20.8K 0.01% 946
2020
Q4 		$158K Buy
3,135
+2,136
+214% +$90.8K 0.01% 948
2020
Q3 		$31K Buy
999
+693
+226% +$24.7K ﹤0.01% 1374
2020
Q2 		$11K Sell
306
-187
-38% -$6.58K ﹤0.01% 1661
2020
Q1 		$13K Buy
493
+4
+0.8% +$190 ﹤0.01% 1527
2019
Q4 		$29K Sell
489
-35
-7% -$2.06K ﹤0.01% 1314
2019
Q3 		$32K Buy
+524
New +$31.3K ﹤0.01% 1124
2017
Q1 		– Sell
-157
Closed -$11K – 431
2016
Q4 		$11K Buy
+157
New +$9.13K ﹤0.01% 477

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sowell Financial Services's LNC Position: Q2 2021 in Review

Sowell Financial Services sold out of Lincoln National (LNC) in Q2 2021, closing a stake of 3,511 shares — an estimated $241K sold.

Sowell Financial Services first reported a position in LNC in Q4 2016 and held it in 8 quarters. The position peaked at $241K in Q1 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

  • Sowell Financial Services reported no remaining Lincoln National position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,511 Lincoln National shares in Q2 2021, an estimated $241K.
  • Sowell Financial Services first reported a position in Lincoln National in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Lincoln National position peaked at $241K in Q1 2021.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.