Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WIA
Wealthstreet Investment Advisors’s
Lincoln National
LNC
Stock Holding History
Wealthstreet Investment Advisors’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
-5,280
Closed
-$329K
–
228
2021
Q1
$329K
Hold
5,280
–
–
0.03%
304
2020
Q4
$266K
Buy
+5,280
New
+$224K
0.03%
311
2020
Q3
–
Sell
-5,568
Closed
-$205K
–
345
2020
Q2
$205K
Buy
+5,568
New
+$196K
0.03%
307
2020
Q1
–
Sell
-3,830
Closed
-$226K
–
331
2019
Q4
$226K
Hold
3,830
–
–
0.03%
320
2019
Q3
$237K
Hold
3,830
–
–
0.03%
304
2019
Q2
$247K
Hold
3,830
–
–
0.03%
306
2019
Q1
$225K
Hold
3,830
–
–
0.03%
314
2018
Q4
$227K
Hold
3,830
–
–
0.03%
302
2018
Q3
$259K
Hold
3,830
–
–
0.03%
309
2018
Q2
$238K
Hold
3,830
–
–
0.03%
313
2018
Q1
$280K
Buy
+3,830
New
+$300K
0.04%
291
Other funds holding LNC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close