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Advanced Portfolio Management’s Lincoln National LNC Stock Holding History

Advanced Portfolio 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
2024
Q1 		– Sell
-18,956
Closed -$511K – 55
2023
Q4 		$511K Buy
+18,956
New +$456K 0.54% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advanced Portfolio Management's LNC Position: Q1 2024 in Review

Advanced Portfolio Management sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 18,956 shares — an estimated $511K sold.

Advanced Portfolio Management first reported a position in LNC in Q4 2023 and held it in 1 quarter. The position peaked at $511K in Q4 2023. 504 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Advanced Portfolio Management reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Advanced Portfolio Management sold 18,956 Lincoln National shares in Q1 2024, an estimated $511K.
  • Advanced Portfolio Management first reported a position in Lincoln National in Q4 2023 and held it in 1 quarter.
  • Advanced Portfolio Management's Lincoln National position peaked at $511K in Q4 2023.
  • 504 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Advanced Portfolio Management's 13F filing for Q1 2024, filed 15 May 2024.