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 – 1767
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 – 433
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return