Ahrens Investment Partners’s Lincoln National LNC Stock Holding History

Ahrens Investment 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
2023 Q1	$139K	Sell	6,176 -4,608	-43%	-$137K	0.07%	182
2022 Q4	$331K	Buy	10,784 +79	+0.7%	+$3.14K	0.15%	108
2022 Q3	$470K	Buy	10,705 +688	+7%	+$33.1K	0.25%	73
2022 Q2	$469K	Sell	10,017 -425	-4%	-$24.2K	0.21%	86
2022 Q1	$682K	Buy	10,442 +781	+8%	+$53.4K	0.22%	82
2021 Q4	$659K	Buy	9,661 +924	+11%	+$65.2K	0.29%	75
2021 Q3	$601K	Buy	8,737 +3,000	+52%	+$196K	0.29%	89
2021 Q2	$361K	Hold	5,737	–	–	0.17%	143
2021 Q1	$357K	Hold	5,737	–	–	0.18%	134
2020 Q4	$289K	Sell	5,737 -5,433	-49%	-$231K	0.15%	131
2020 Q3	$350K	Buy	11,170 +470	+4%	+$16.8K	0.23%	98
2020 Q2	$394K	Buy	+10,700	New	+$377K	0.24%	86

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ahrens Investment Partners's LNC Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Lincoln National (LNC) stake by 43% in Q1 2023, selling an estimated $137K and leaving 6,176 shares worth $139K. The position accounts for 0.07% of the portfolio, ranked #182.

Ahrens Investment Partners first reported a position in LNC in Q2 2020 and has held it in 12 quarters since. The position peaked at $682K in Q1 2022. 491 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

Ahrens Investment Partners held 6,176 shares of Lincoln National worth $139K as of Q1 2023.
Ahrens Investment Partners sold 4,608 Lincoln National shares in Q1 2023, an estimated $137K.
Lincoln National made up 0.07% of Ahrens Investment Partners's portfolio in Q1 2023, its #182 holding.
Ahrens Investment Partners first reported a position in Lincoln National in Q2 2020 and has held it in 12 quarters since.
Ahrens Investment Partners's Lincoln National position peaked at $682K in Q1 2022.
491 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.