SAM
LNC icon

Summit Asset Management’s Lincoln National LNC Stock Holding History

Summit Asset Management’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
Q4 		– Sell
-4,683
Closed -$206K – 153
2022
Q3 		$206K Hold
4,683
– – 0.07% 147
2022
Q2 		$219K Hold
4,683
– – 0.07% 149
2022
Q1 		$306K Hold
4,683
– – 0.09% 127
2021
Q4 		$320K Sell
4,683
-2,000
-30% -$141K 0.09% 128
2021
Q3 		$459K Hold
6,683
– – 0.14% 84
2021
Q2 		$420K Sell
6,683
-325
-5% -$21.5K 0.13% 94
2021
Q1 		$436K Hold
7,008
– – 0.15% 83
2020
Q4 		$353K Hold
7,008
– – 0.13% 97
2020
Q3 		$220K Buy
+7,008
New +$250K 0.09% 120

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return