ACM
LNC icon

AlphaStar Capital Management’s Lincoln National LNC Stock Holding History

AlphaStar 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
2024
Q2 		– Sell
-6,391
Closed -$204K – 318
2024
Q1 		$204K Buy
+6,391
New +$177K 0.02% 278
2022
Q4 		– Sell
-8,235
Closed -$362K – 338
2022
Q3 		$362K Buy
+8,235
New +$397K 0.04% 226

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

AlphaStar Capital Management's LNC Position: Q2 2024 in Review

AlphaStar Capital Management sold out of Lincoln National (LNC) in Q2 2024, closing a stake of 6,391 shares — an estimated $204K sold.

AlphaStar Capital Management first reported a position in LNC in Q3 2022 and held it in 2 quarters. The position peaked at $362K in Q3 2022. 534 funds tracked by Wall St. Rank hold LNC as of Q2 2024.

  • AlphaStar Capital Management reported no remaining Lincoln National position as of Q2 2024 after selling out during the quarter.
  • AlphaStar Capital Management sold 6,391 Lincoln National shares in Q2 2024, an estimated $204K.
  • AlphaStar Capital Management first reported a position in Lincoln National in Q3 2022 and held it in 2 quarters.
  • AlphaStar Capital Management's Lincoln National position peaked at $362K in Q3 2022.
  • 534 funds tracked by Wall St. Rank held Lincoln National as of Q2 2024.

Based on AlphaStar Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.