AM Squared’s Lincoln National LNC Stock Holding History

AM Squared’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 Q4	–	Sell	-900	Closed	-$22.2K	–	58
2023 Q3	$22.2K	Sell	900 -1,700	-65%	-$44.5K	0.03%	67
2023 Q2	$67K	Sell	2,600 -7,300	-74%	-$160K	0.08%	73
2023 Q1	$222K	Sell	9,900 -13,100	-57%	-$389K	0.17%	74
2022 Q4	$707K	Buy	+23,000	New	+$913K	0.46%	25

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AM Squared's LNC Position: Q4 2023 in Review

AM Squared sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 900 shares — an estimated $22.2K sold.

AM Squared first reported a position in LNC in Q4 2022 and held it in 4 quarters. The position peaked at $707K in Q4 2022. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

AM Squared reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
AM Squared sold 900 Lincoln National shares in Q4 2023, an estimated $22.2K.
AM Squared first reported a position in Lincoln National in Q4 2022 and held it in 4 quarters.
AM Squared's Lincoln National position peaked at $707K in Q4 2022.
506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on AM Squared's 13F filing for Q4 2023, filed 31 Jan 2024.