T
LNC icon

TCWP’s Lincoln National LNC Stock Holding History

TCWP’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
Q2 		– Sell
-278
Closed -$18K – 1095
2022
Q1 		$18K Buy
+278
New +$19K ﹤0.01% 727

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TCWP's LNC Position: Q2 2022 in Review

TCWP sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 278 shares — an estimated $18K sold.

TCWP first reported a position in LNC in Q1 2022 and held it in 1 quarter. The position peaked at $18K in Q1 2022. 629 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

  • TCWP reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 278 Lincoln National shares in Q2 2022, an estimated $18K.
  • TCWP first reported a position in Lincoln National in Q1 2022 and held it in 1 quarter.
  • TCWP's Lincoln National position peaked at $18K in Q1 2022.
  • 629 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.