Values First Advisors’s Lincoln Educational Services LINC Stock Holding History

Values First Advisors’s Portfolio LINC Stock Details LINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2	Closed	-$11	–	258
2023 Q1	$11	Buy	+2	New	+$12	﹤0.01%	380
2020 Q2	–	Sell	-17,049	Closed	-$37.5K	–	138
2020 Q1	$37.5K	Buy	17,049 +1,006	+6%	+$2.39K	0.05%	123
2019 Q4	$43K	Buy	+16,043	New	+$32.9K	0.04%	133

Other funds holding LINC

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Values First Advisors's LINC Position: Q2 2023 in Review

Values First Advisors sold out of Lincoln Educational Services (LINC) in Q2 2023, closing a stake of 2 shares — an estimated $11 sold.

Values First Advisors first reported a position in LINC in Q4 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 77 funds tracked by Wall St. Rank hold LINC as of Q2 2023.

Values First Advisors reported no remaining Lincoln Educational Services position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 2 Lincoln Educational Services shares in Q2 2023, an estimated $11.
Values First Advisors first reported a position in Lincoln Educational Services in Q4 2019 and held it in 3 quarters.
Values First Advisors's Lincoln Educational Services position peaked at $43K in Q4 2019.
77 funds tracked by Wall St. Rank held Lincoln Educational Services as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.