WAM
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Watershed Asset Management’s Lincoln National LNC Stock Holding History

Watershed Asset Management’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
-4,236
Closed -$277K – 130
2022
Q1 		$277K Buy
4,236
+510
+14% +$34.9K 0.28% 50
2021
Q4 		$254K Buy
+3,726
New +$263K 0.23% 110

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

Watershed Asset Management's LNC Position: Q2 2022 in Review

Watershed Asset Management sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 4,236 shares — an estimated $277K sold.

Watershed Asset Management first reported a position in LNC in Q4 2021 and held it in 2 quarters. The position peaked at $277K in Q1 2022. 629 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

  • Watershed Asset Management reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
  • Watershed Asset Management sold 4,236 Lincoln National shares in Q2 2022, an estimated $277K.
  • Watershed Asset Management first reported a position in Lincoln National in Q4 2021 and held it in 2 quarters.
  • Watershed Asset Management's Lincoln National position peaked at $277K in Q1 2022.
  • 629 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on Watershed Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.