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Sun Life Financial’s Lincoln National LNC Stock Holding History

Sun Life Financial’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
-106
Closed -$7K – 316
2021
Q1 		$7K Sell
106
-2
-2% -$111 ﹤0.01% 461
2020
Q4 		$5K Buy
108
+1
+0.9% +$43 ﹤0.01% 465
2020
Q3 		$3K Sell
107
-12
-10% -$428 ﹤0.01% 490
2020
Q2 		$4K Buy
119
+6
+5% +$211 ﹤0.01% 421
2020
Q1 		$3K Sell
113
-5
-4% -$237 ﹤0.01% 419
2019
Q4 		$7K Sell
118
-47
-28% -$2.77K ﹤0.01% 379
2019
Q3 		$10K Hold
165
– – ﹤0.01% 507
2019
Q2 		$11K Sell
165
-182
-52% -$11.6K ﹤0.01% 490
2019
Q1 		$20K Sell
347
-253
-42% -$15K ﹤0.01% 507
2018
Q4 		$31K Buy
600
+1
+0.2% +$61 0.01% 490
2018
Q3 		$41K Buy
599
+7
+1% +$462 0.01% 477
2018
Q2 		$37K Buy
592
+519
+711% +$35.5K 0.01% 489
2018
Q1 		$995 Sell
73
-407
-85% -$31.9K 0.01% 328
2017
Q4 		$37K Sell
480
-1,152
-71% -$87.2K ﹤0.01% 312
2017
Q3 		$120K Sell
1,632
-24
-1% -$1.69K 0.01% 309
2017
Q2 		$112K Buy
1,656
+1,648
+20,600% +$109K 0.01% 318
2017
Q1 		$122 Buy
+8
New +$547 ﹤0.01% 365

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sun Life Financial's LNC Position: Q2 2021 in Review

Sun Life Financial sold out of Lincoln National (LNC) in Q2 2021, closing a stake of 106 shares — an estimated $7K sold.

Sun Life Financial first reported a position in LNC in Q1 2017 and held it in 17 quarters. The position peaked at $120K in Q3 2017. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

  • Sun Life Financial reported no remaining Lincoln National position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 106 Lincoln National shares in Q2 2021, an estimated $7K.
  • Sun Life Financial first reported a position in Lincoln National in Q1 2017 and held it in 17 quarters.
  • Sun Life Financial's Lincoln National position peaked at $120K in Q3 2017.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.