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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Asset Management's LNC Position: Q4 2022 in Review

Summit Asset Management sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 4,683 shares — an estimated $206K sold.

Summit Asset Management first reported a position in LNC in Q3 2020 and held it in 9 quarters. The position peaked at $459K in Q3 2021. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

Summit Asset Management reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
Summit Asset Management sold 4,683 Lincoln National shares in Q4 2022, an estimated $206K.
Summit Asset Management first reported a position in Lincoln National in Q3 2020 and held it in 9 quarters.
Summit Asset Management's Lincoln National position peaked at $459K in Q3 2021.
574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Summit Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.