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Advisornet Financial’s Lincoln National LNC Stock Holding History

Advisornet 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
Q1 		– Sell
-200
Closed -$14K – 2107
2021
Q4 		$14K Hold
200
– – ﹤0.01% 1393
2021
Q3 		$14K Hold
200
– – ﹤0.01% 1362
2021
Q2 		$13K Hold
200
– – ﹤0.01% 1362
2021
Q1 		$12K Hold
200
– – ﹤0.01% 1322
2020
Q4 		$10K Hold
200
– – ﹤0.01% 1290
2020
Q3 		$6K Hold
200
– – ﹤0.01% 1387
2020
Q2 		$7K Buy
200
+100
+100% +$3.52K ﹤0.01% 1388
2020
Q1 		$3K Buy
+100
New +$4.75K ﹤0.01% 1525

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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 $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial's LNC Position: Q1 2024 in Review

Advisornet Financial sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 20 shares — an estimated $539 sold.

Advisornet Financial first reported a position in LNC in Q4 2017 and held it in 23 quarters. The position peaked at $136K in Q2 2020. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Advisornet Financial reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 20 Lincoln National shares in Q1 2024, an estimated $539.
  • Advisornet Financial first reported a position in Lincoln National in Q4 2017 and held it in 23 quarters.
  • Advisornet Financial's Lincoln National position peaked at $136K in Q2 2020.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.