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Te Ahumairangi Investment Management’s Lincoln National LNC Stock Holding History

Te Ahumairangi Investment 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
2021
Q3 		– Sell
-7,333
Closed -$461K – 109
2021
Q2 		$461K Sell
7,333
-22,200
-75% -$1.47M 0.06% 103
2021
Q1 		$1.84M Sell
29,533
-31,452
-52% -$1.74M 0.24% 98
2020
Q4 		$3.07M Buy
60,985
+1,500
+3% +$63.8K 0.43% 79
2020
Q3 		$1.86M Buy
+59,485
New +$2.12M 0.32% 94

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
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
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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Te Ahumairangi Investment Management's LNC Position: Q3 2021 in Review

Te Ahumairangi Investment Management sold out of Lincoln National (LNC) in Q3 2021, closing a stake of 7,333 shares — an estimated $461K sold.

Te Ahumairangi Investment Management first reported a position in LNC in Q3 2020 and held it in 4 quarters. The position peaked at $3.07M in Q4 2020. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

  • Te Ahumairangi Investment Management reported no remaining Lincoln National position as of Q3 2021 after selling out during the quarter.
  • Te Ahumairangi Investment Management sold 7,333 Lincoln National shares in Q3 2021, an estimated $461K.
  • Te Ahumairangi Investment Management first reported a position in Lincoln National in Q3 2020 and held it in 4 quarters.
  • Te Ahumairangi Investment Management's Lincoln National position peaked at $3.07M in Q4 2020.
  • 634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Te Ahumairangi Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.