AWM
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Accurate Wealth Management’s Lincoln National LNC Stock Holding History

Accurate Wealth 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
2023
Q1 		– Sell
-37
Closed -$1.16K – 907
2022
Q4 		$1.16K Buy
+37
New +$1.47K ﹤0.01% 1339

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Accurate Wealth Management's LNC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 37 shares — an estimated $1.16K sold.

Accurate Wealth Management first reported a position in LNC in Q4 2022 and held it in 1 quarter. The position peaked at $1.16K in Q4 2022. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 37 Lincoln National shares in Q1 2023, an estimated $1.16K.
  • Accurate Wealth Management first reported a position in Lincoln National in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Lincoln National position peaked at $1.16K in Q4 2022.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.