UIA
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UBP Investment Advisors’s Lincoln National LNC Stock Holding History

UBP Investment 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
2021
Q1 		– Sell
-5,588
Closed -$281K – 111
2020
Q4 		$281K Buy
+5,588
New +$238K 0.14% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
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
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 $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBP Investment Advisors's LNC Position: Q1 2021 in Review

UBP Investment Advisors sold out of Lincoln National (LNC) in Q1 2021, closing a stake of 5,588 shares — an estimated $281K sold.

UBP Investment Advisors first reported a position in LNC in Q4 2020 and held it in 1 quarter. The position peaked at $281K in Q4 2020. 628 funds tracked by Wall St. Rank hold LNC as of Q1 2021.

  • UBP Investment Advisors reported no remaining Lincoln National position as of Q1 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 5,588 Lincoln National shares in Q1 2021, an estimated $281K.
  • UBP Investment Advisors first reported a position in Lincoln National in Q4 2020 and held it in 1 quarter.
  • UBP Investment Advisors's Lincoln National position peaked at $281K in Q4 2020.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q1 2021.

Based on UBP Investment Advisors's 13F filing for Q1 2021, filed 6 May 2021.