WCM
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Wealthcare Capital Management’s Lincoln National LNC Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-68
Closed -$4K – 400
2021
Q1 		$4K Buy
+68
New +$3.76K ﹤0.01% 433
2020
Q1 		– Sell
-36
Closed -$2K – 475
2019
Q4 		$2K Buy
+36
New +$2.12K ﹤0.01% 500
2015
Q3 		– Sell
-88
Closed – – 330
2015
Q2 		$0 Sell
88
-841
-91% -$49.2K ﹤0.01% 661
2015
Q1 		$53K Buy
+929
New +$51.9K 0.01% 241
2014
Q4 		– Sell
-129
Closed -$7K – 235
2014
Q3 		$7K Buy
+129
New +$6.86K ﹤0.01% 190

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return