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TOBAM’s Lincoln National LNC Stock Holding History

TOBAM’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
Q3 		– Sell
-3,902
Closed -$182K – 454
2022
Q2 		$182K Buy
+3,902
New +$223K 0.01% 253

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TOBAM's LNC Position: Q3 2022 in Review

TOBAM sold out of Lincoln National (LNC) in Q3 2022, closing a stake of 3,902 shares — an estimated $182K sold.

TOBAM first reported a position in LNC in Q2 2022 and held it in 1 quarter. The position peaked at $182K in Q2 2022. 617 funds tracked by Wall St. Rank hold LNC as of Q3 2022.

  • TOBAM reported no remaining Lincoln National position as of Q3 2022 after selling out during the quarter.
  • TOBAM sold 3,902 Lincoln National shares in Q3 2022, an estimated $182K.
  • TOBAM first reported a position in Lincoln National in Q2 2022 and held it in 1 quarter.
  • TOBAM's Lincoln National position peaked at $182K in Q2 2022.
  • 617 funds tracked by Wall St. Rank held Lincoln National as of Q3 2022.

Based on TOBAM's 13F filing for Q3 2022, filed 2 Nov 2022.