Ascent Group’s Lincoln National LNC Stock Holding History

Ascent Group’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
2022 Q4	–	Sell	-6,485	Closed	-$349K	–	471
2022 Q3	$349K	Buy	+6,485	New	+$312K	0.04%	346

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Ascent Group's LNC Position: Q4 2022 in Review

Ascent Group sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 6,485 shares — an estimated $349K sold.

Ascent Group first reported a position in LNC in Q3 2022 and held it in 1 quarter. The position peaked at $349K in Q3 2022. 575 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

Ascent Group reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
Ascent Group sold 6,485 Lincoln National shares in Q4 2022, an estimated $349K.
Ascent Group first reported a position in Lincoln National in Q3 2022 and held it in 1 quarter.
Ascent Group's Lincoln National position peaked at $349K in Q3 2022.
575 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Ascent Group's 13F filing for Q4 2022, filed 17 Feb 2023.