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Waddell & Associates’s Lincoln National LNC Stock Holding History

Waddell & Associates’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
Q2 		– Sell
-3,400
Closed -$222K – 150
2022
Q1 		$222K Hold
3,400
– – 0.04% 123
2021
Q4 		$232K Hold
3,400
– – 0.04% 112
2021
Q3 		$234K Hold
3,400
– – 0.04% 102
2021
Q2 		$214 Buy
+3,400
New +$224K 0.03% 114

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Waddell & Associates's LNC Position: Q2 2022 in Review

Waddell & Associates sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 3,400 shares — an estimated $222K sold.

Waddell & Associates first reported a position in LNC in Q2 2021 and held it in 4 quarters. The position peaked at $234K in Q3 2021. 629 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

  • Waddell & Associates reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
  • Waddell & Associates sold 3,400 Lincoln National shares in Q2 2022, an estimated $222K.
  • Waddell & Associates first reported a position in Lincoln National in Q2 2021 and held it in 4 quarters.
  • Waddell & Associates's Lincoln National position peaked at $234K in Q3 2021.
  • 629 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on Waddell & Associates's 13F filing for Q2 2022, filed 27 Jul 2022.