Vestmark Advisory Solutions’s Lincoln National LNC Stock Holding History

Vestmark Advisory Solutions’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	-24,453	Closed	-$1.67M	–	882
2021 Q4	$1.67M	Sell	24,453 -1,688	-6%	-$119K	0.09%	268
2021 Q3	$1.8M	Sell	26,141 -2,352	-8%	-$154K	0.12%	218
2021 Q2	$1.79M	Sell	28,493 -3,081	-10%	-$203K	0.13%	210
2021 Q1	$1.97M	Sell	31,574 -3,626	-10%	-$200K	0.17%	158
2020 Q4	$1.77M	Sell	35,200 -4,792	-12%	-$204K	0.2%	144
2020 Q3	$1.25M	Buy	39,992 +8,748	+28%	+$312K	0.17%	174
2020 Q2	$1.15M	Buy	31,244 +3,666	+13%	+$129K	0.18%	160
2020 Q1	$726K	Buy	+27,578	New	+$1.31M	0.14%	196

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

Vestmark Advisory Solutions's LNC Position: Q1 2022 in Review

Vestmark Advisory Solutions sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 24,453 shares — an estimated $1.67M sold.

Vestmark Advisory Solutions first reported a position in LNC in Q1 2020 and held it in 8 quarters. The position peaked at $1.97M in Q1 2021. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

Vestmark Advisory Solutions reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
Vestmark Advisory Solutions sold 24,453 Lincoln National shares in Q1 2022, an estimated $1.67M.
Vestmark Advisory Solutions first reported a position in Lincoln National in Q1 2020 and held it in 8 quarters.
Vestmark Advisory Solutions's Lincoln National position peaked at $1.97M in Q1 2021.
651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2022, filed 27 Apr 2022.