Squar Milner Financial Services’s Lincoln National LNC Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-2,718	Closed	-$71K	–	491
2020 Q1	$71K	Sell	2,718 -14	-0.5%	-$664	0.04%	326
2019 Q4	$161K	Buy	+2,732	New	+$161K	0.08%	238
2019 Q3	–	Sell	-2,544	Closed	-$164K	–	498
2019 Q2	$164K	Sell	2,544 -379	-13%	-$24.2K	0.11%	191
2019 Q1	$171K	Sell	2,923 -112	-4%	-$6.63K	0.13%	182
2018 Q4	$156K	Hold	3,035	–	–	0.15%	162
2018 Q3	$205K	Hold	3,035	–	–	0.18%	149
2018 Q2	$189K	Buy	3,035 +47	+2%	+$3.22K	0.17%	167
2018 Q1	$218K	Hold	2,988	–	–	0.28%	138
2017 Q4	$256K	Buy	+2,988	New	+$226K	0.31%	117

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Squar Milner Financial Services's LNC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Lincoln National (LNC) in Q2 2020, closing a stake of 2,718 shares — an estimated $71K sold.

Squar Milner Financial Services first reported a position in LNC in Q4 2017 and held it in 9 quarters. The position peaked at $256K in Q4 2017. 563 funds tracked by Wall St. Rank hold LNC as of Q2 2020.

Squar Milner Financial Services reported no remaining Lincoln National position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,718 Lincoln National shares in Q2 2020, an estimated $71K.
Squar Milner Financial Services first reported a position in Lincoln National in Q4 2017 and held it in 9 quarters.
Squar Milner Financial Services's Lincoln National position peaked at $256K in Q4 2017.
563 funds tracked by Wall St. Rank held Lincoln National as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.