WealthSource Partners’s Lincoln National LNC Stock Holding History

WealthSource Partners’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	-4,028	Closed	-$263K	–	562
2022 Q1	$263K	Sell	4,028 -90	-2%	-$6.15K	0.02%	483
2021 Q4	$281K	Buy	4,118 +150	+4%	+$10.6K	0.02%	446
2021 Q3	$273K	Buy	3,968 +101	+3%	+$6.6K	0.02%	419
2021 Q2	$243K	Sell	3,867 -234	-6%	-$15.4K	0.02%	408
2021 Q1	$255K	Sell	4,101 -2,824	-41%	-$156K	0.03%	363
2020 Q4	$348K	Sell	6,925 -1,333	-16%	-$56.7K	0.04%	265
2020 Q3	$259K	Sell	8,258 -444	-5%	-$15.8K	0.03%	293
2020 Q2	$320K	Hold	8,702	–	–	0.05%	231
2020 Q1	$229K	Buy	8,702 +3,410	+64%	+$162K	0.04%	278
2019 Q4	$312K	Sell	5,292 -183	-3%	-$10.8K	0.04%	305
2019 Q3	$330K	Buy	5,475 +144	+3%	+$8.61K	0.05%	310
2019 Q2	$344K	Sell	5,331 -16	-0.3%	-$1.02K	0.05%	309
2019 Q1	$314K	Sell	5,347 -460	-8%	-$27.2K	0.07%	245
2018 Q4	$298K	Buy	+5,807	New	+$353K	0.09%	214
2018 Q3	–	Sell	-3,508	Closed	-$218K	–	337
2018 Q2	$218K	Sell	3,508 -498	-12%	-$34.1K	0.06%	264
2018 Q1	$293K	Sell	4,006 -934	-19%	-$73.3K	0.09%	207
2017 Q4	$380K	Buy	4,940 +210	+4%	+$15.9K	0.12%	166
2017 Q3	$348K	Sell	4,730 -229	-5%	-$16.2K	0.12%	192
2017 Q2	$335K	Sell	4,959 -25	-0.5%	-$1.65K	0.11%	186
2017 Q1	$326K	Sell	4,984 -67	-1%	-$4.58K	0.12%	188
2016 Q4	$335K	Sell	5,051 -5,745	-53%	-$334K	0.14%	151
2016 Q3	$507K	Buy	10,796 +1,681	+18%	+$75.3K	0.19%	117
2016 Q2	$353K	Buy	9,115 +1,645	+22%	+$69.8K	0.13%	149
2016 Q1	$293K	Buy	+7,470	New	+$292K	0.12%	163

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

WealthSource Partners's LNC Position: Q2 2022 in Review

WealthSource Partners sold out of Lincoln National (LNC) in Q2 2022, closing a stake of 4,028 shares — an estimated $263K sold.

WealthSource Partners first reported a position in LNC in Q1 2016 and held it in 24 quarters. The position peaked at $507K in Q3 2016. 630 funds tracked by Wall St. Rank hold LNC as of Q2 2022.

WealthSource Partners reported no remaining Lincoln National position as of Q2 2022 after selling out during the quarter.
WealthSource Partners sold 4,028 Lincoln National shares in Q2 2022, an estimated $263K.
WealthSource Partners first reported a position in Lincoln National in Q1 2016 and held it in 24 quarters.
WealthSource Partners's Lincoln National position peaked at $507K in Q3 2016.
630 funds tracked by Wall St. Rank held Lincoln National as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.