WMS Partners’s Lincoln National LNC Stock Holding History

WMS 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
2021 Q4	–	Sell	-5,100	Closed	-$351K	–	240
2021 Q3	$351K	Buy	+5,100	New	+$333K	0.05%	192

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WMS Partners's LNC Position: Q4 2021 in Review

WMS Partners sold out of Lincoln National (LNC) in Q4 2021, closing a stake of 5,100 shares — an estimated $351K sold.

WMS Partners first reported a position in LNC in Q3 2021 and held it in 1 quarter. The position peaked at $351K in Q3 2021. 673 funds tracked by Wall St. Rank hold LNC as of Q4 2021.

WMS Partners reported no remaining Lincoln National position as of Q4 2021 after selling out during the quarter.
WMS Partners sold 5,100 Lincoln National shares in Q4 2021, an estimated $351K.
WMS Partners first reported a position in Lincoln National in Q3 2021 and held it in 1 quarter.
WMS Partners's Lincoln National position peaked at $351K in Q3 2021.
673 funds tracked by Wall St. Rank held Lincoln National as of Q4 2021.

Based on WMS Partners's 13F filing for Q4 2021, filed 14 Feb 2022.