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AMG National Trust Bank’s Lincoln National LNC Stock Holding History

AMG National Trust Bank’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
Q1 		– Sell
-28,757
Closed -$776K – 439
2023
Q4 		$776K Sell
28,757
-401
-1% -$9.64K 0.02% 303
2023
Q3 		$720K Buy
29,158
+362
+1% +$9.47K 0.03% 305
2023
Q2 		$742K Sell
28,796
-581
-2% -$12.8K 0.02% 301
2023
Q1 		$660K Buy
29,377
+2,170
+8% +$64.5K 0.02% 325
2022
Q4 		$836K Buy
27,207
+8,680
+47% +$345K 0.03% 295
2022
Q3 		$813K Buy
18,527
+2,216
+14% +$107K 0.03% 295
2022
Q2 		$778K Sell
16,311
-127
-0.8% -$7.24K 0.03% 293
2022
Q1 		$1.07M Sell
16,438
-4,272
-21% -$292K 0.03% 251
2021
Q4 		$1.41M Sell
20,710
-400
-2% -$28.2K 0.04% 234
2021
Q3 		$1.45M Buy
21,110
+214
+1% +$14K 0.05% 226
2021
Q2 		$1.31M Buy
20,896
+29
+0.1% +$1.91K 0.04% 239
2021
Q1 		$1.3M Buy
20,867
+181
+0.9% +$10K 0.04% 231
2020
Q4 		$1.04M Sell
20,686
-834
-4% -$35.5K 0.04% 244
2020
Q3 		$674K Buy
+21,520
New +$768K 0.03% 280

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 $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AMG National Trust Bank's LNC Position: Q1 2024 in Review

AMG National Trust Bank sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 28,757 shares — an estimated $776K sold.

AMG National Trust Bank first reported a position in LNC in Q3 2020 and held it in 14 quarters. The position peaked at $1.45M in Q3 2021. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • AMG National Trust Bank reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • AMG National Trust Bank sold 28,757 Lincoln National shares in Q1 2024, an estimated $776K.
  • AMG National Trust Bank first reported a position in Lincoln National in Q3 2020 and held it in 14 quarters.
  • AMG National Trust Bank's Lincoln National position peaked at $1.45M in Q3 2021.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on AMG National Trust Bank's 13F filing for Q1 2024, filed 6 May 2024.