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TrueWealth LLC’s Lincoln National LNC Stock Holding History

TrueWealth LLC’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
2020
Q2 		$13K Hold
350
– – 0.01% 437
2020
Q1 		$9K Hold
350
– – ﹤0.01% 462
2019
Q4 		$21K Hold
350
– – 0.01% 374
2019
Q3 		$21K Hold
350
– – 0.01% 361
2019
Q2 		$23K Buy
350
+266
+317% +$17K 0.01% 353
2019
Q1 		$5K Hold
84
– – ﹤0.01% 572
2018
Q4 		$4K Hold
84
– – ﹤0.01% 587
2018
Q3 		$6K Hold
84
– – ﹤0.01% 579
2018
Q2 		$5K Hold
84
– – ﹤0.01% 617
2018
Q1 		$6K Sell
84
-15
-15% -$1.18K ﹤0.01% 541
2017
Q4 		$8K Buy
+99
New +$7.49K ﹤0.01% 555

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TrueWealth LLC's LNC Position: Q2 2020 in Review

TrueWealth LLC held its Lincoln National (LNC) position steady in Q2 2020 at 350 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #437.

TrueWealth LLC first reported a position in LNC in Q4 2017 and has held it in 11 quarters since. The position peaked at $23K in Q2 2019. 563 funds tracked by Wall St. Rank hold LNC as of Q2 2020.

  • TrueWealth LLC held 350 shares of Lincoln National worth $13K as of Q2 2020.
  • TrueWealth LLC left its Lincoln National share count unchanged in Q2 2020.
  • Lincoln National made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #437 holding.
  • TrueWealth LLC first reported a position in Lincoln National in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Lincoln National position peaked at $23K in Q2 2019.
  • 563 funds tracked by Wall St. Rank held Lincoln National as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.