Weld Capital Management’s Lincoln National LNC Stock Holding History

Weld 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 Q3	–	Sell	-5,678	Closed	-$357K	–	105
2021 Q2	$357K	Buy	+5,678	New	+$375K	0.36%	113
2021 Q1	–	Sell	-6,031	Closed	-$303K	–	454
2020 Q4	$303K	Buy	+6,031	New	+$256K	0.12%	285
2019 Q4	–	Sell	-10,468	Closed	-$631K	–	790
2019 Q3	$631K	Buy	+10,468	New	+$626K	0.12%	300
2019 Q2	–	Sell	-20,809	Closed	-$1.22M	–	855
2019 Q1	$1.22M	Buy	20,809 +9,881	+90%	+$585K	0.22%	160
2018 Q4	$561K	Buy	+10,928	New	+$664K	0.13%	305

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Weld Capital Management's LNC Position: Q3 2021 in Review

Weld Capital Management sold out of Lincoln National (LNC) in Q3 2021, closing a stake of 5,678 shares — an estimated $357K sold.

Weld Capital Management first reported a position in LNC in Q4 2018 and held it in 5 quarters. The position peaked at $1.22M in Q1 2019. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

Weld Capital Management reported no remaining Lincoln National position as of Q3 2021 after selling out during the quarter.
Weld Capital Management sold 5,678 Lincoln National shares in Q3 2021, an estimated $357K.
Weld Capital Management first reported a position in Lincoln National in Q4 2018 and held it in 5 quarters.
Weld Capital Management's Lincoln National position peaked at $1.22M in Q1 2019.
634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.