WestEnd Advisors’s Lincoln National LNC Stock Holding History

WestEnd 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
2022 Q1	–	Sell	-2	Closed	-$137	–	275
2021 Q4	$136	Buy	+2	New	+$141	﹤0.01%	311
2021 Q3	–	Hold	0	–	–	–	295
2021 Q2	–	Hold	0	–	–	–	308

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WestEnd Advisors's LNC Position: Q1 2022 in Review

WestEnd Advisors sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 2 shares — an estimated $137 sold.

WestEnd Advisors first reported a position in LNC in Q4 2021 and held it in 1 quarter. The position peaked at $136 in Q4 2021. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

WestEnd Advisors reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
WestEnd Advisors sold 2 Lincoln National shares in Q1 2022, an estimated $137.
WestEnd Advisors first reported a position in Lincoln National in Q4 2021 and held it in 1 quarter.
WestEnd Advisors's Lincoln National position peaked at $136 in Q4 2021.
651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on WestEnd Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.