True North Advisors’s Lincoln National LNC Stock Holding History

True North Advisors’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 Q1	–	Sell	-16,039	Closed	-$1.09M	–	219
2021 Q4	$1.09M	Hold	16,039	–	–	0.18%	105
2021 Q3	$1.1M	Hold	16,039	–	–	0.22%	100
2021 Q2	$1.01M	Hold	16,039	–	–	0.21%	92
2021 Q1	$998K	Sell	16,039 -14	-0.1%	-$774	0.24%	87
2020 Q4	$807K	Buy	16,053 +14	+0.1%	+$595	0.21%	91
2020 Q3	$502K	Buy	+16,039	New	+$572K	0.15%	113

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

True North Advisors's LNC Position: Q1 2022 in Review

True North Advisors sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 16,039 shares — an estimated $1.09M sold.

True North Advisors first reported a position in LNC in Q3 2020 and held it in 6 quarters. The position peaked at $1.1M in Q3 2021. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

True North Advisors reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
True North Advisors sold 16,039 Lincoln National shares in Q1 2022, an estimated $1.09M.
True North Advisors first reported a position in Lincoln National in Q3 2020 and held it in 6 quarters.
True North Advisors's Lincoln National position peaked at $1.1M in Q3 2021.
651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on True North Advisors's 13F filing for Q1 2022, filed 12 May 2022.