ZF
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Zhang Financial’s Lincoln National LNC Stock Holding History

Zhang Financial’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
Q4 		– Sell
-5,175
Closed -$227K – 235
2022
Q3 		$227K Hold
5,175
– – 0.03% 196
2022
Q2 		$242K Hold
5,175
– – 0.04% 192
2022
Q1 		$338K Hold
5,175
– – 0.06% 174
2021
Q4 		$353K Buy
+5,175
New +$365K 0.06% 151

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zhang Financial's LNC Position: Q4 2022 in Review

Zhang Financial sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 5,175 shares — an estimated $227K sold.

Zhang Financial first reported a position in LNC in Q4 2021 and held it in 4 quarters. The position peaked at $353K in Q4 2021. 575 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Zhang Financial reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Zhang Financial sold 5,175 Lincoln National shares in Q4 2022, an estimated $227K.
  • Zhang Financial first reported a position in Lincoln National in Q4 2021 and held it in 4 quarters.
  • Zhang Financial's Lincoln National position peaked at $353K in Q4 2021.
  • 575 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Zhang Financial's 13F filing for Q4 2022, filed 17 Jan 2023.