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Sullivan, Bruyette, Speros & Blaney’s Lincoln National LNC Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 		$380K Hold
6,103
– – 0.02% 214
2020
Q4 		$307K Hold
6,103
– – 0.01% 225
2020
Q3 		$191K Buy
+6,103
New +$218K 0.01% 255

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's LNC Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its Lincoln National (LNC) position steady in Q1 2021 at 6,103 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #214.

Sullivan, Bruyette, Speros & Blaney first reported a position in LNC in Q3 2020 and has held it in 3 quarters since. 627 funds tracked by Wall St. Rank hold LNC as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 6,103 shares of Lincoln National worth $380K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney left its Lincoln National share count unchanged in Q1 2021.
  • Lincoln National made up 0.02% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #214 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Lincoln National in Q3 2020 and has held it in 3 quarters since.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.