ACM
LNC icon

Alethea Capital Management’s Lincoln National LNC Stock Holding History

Alethea Capital 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
Q2 		– Sell
-20,993
Closed -$472K – 66
2023
Q1 		$472K Buy
+20,993
New +$624K 0.5% 26

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
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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

Alethea Capital Management's LNC Position: Q2 2023 in Review

Alethea Capital Management sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 20,993 shares — an estimated $472K sold.

Alethea Capital Management first reported a position in LNC in Q1 2023 and held it in 1 quarter. The position peaked at $472K in Q1 2023. 495 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

  • Alethea Capital Management reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
  • Alethea Capital Management sold 20,993 Lincoln National shares in Q2 2023, an estimated $472K.
  • Alethea Capital Management first reported a position in Lincoln National in Q1 2023 and held it in 1 quarter.
  • Alethea Capital Management's Lincoln National position peaked at $472K in Q1 2023.
  • 495 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on Alethea Capital Management's 13F filing for Q2 2023, filed 15 Aug 2023.