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Atticus Wealth Management’s Lincoln National LNC Stock Holding History

Atticus Wealth 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
-250
Closed -$7.99K – 552
2024
Q1 		$7.99K Sell
250
-235
-48% -$6.49K ﹤0.01% 419
2023
Q4 		$13.1K Buy
485
+10
+2% +$240 ﹤0.01% 376
2023
Q3 		$11.7K Buy
+475
New +$12.4K ﹤0.01% 389
2023
Q1 		– Sell
-200
Closed -$6.14K – 566
2022
Q4 		$6.14K Hold
200
– – ﹤0.01% 418
2022
Q3 		$9K Hold
200
– – ﹤0.01% 387
2022
Q2 		$9K Buy
+200
New +$11.4K ﹤0.01% 418
2022
Q1 		– Sell
-200
Closed -$14K – 606
2021
Q4 		$14K Buy
+200
New +$14.1K 0.01% 337
2020
Q1 		– Sell
-2,196
Closed -$130K – 379
2019
Q4 		$130K Buy
+2,196
New +$129K 0.08% 114

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Atticus Wealth Management's LNC Position: Q2 2024 in Review

Atticus Wealth Management sold out of Lincoln National (LNC) in Q2 2024, closing a stake of 250 shares — an estimated $7.99K sold.

Atticus Wealth Management first reported a position in LNC in Q4 2019 and held it in 8 quarters. The position peaked at $130K in Q4 2019. 535 funds tracked by Wall St. Rank hold LNC as of Q2 2024.

  • Atticus Wealth Management reported no remaining Lincoln National position as of Q2 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 250 Lincoln National shares in Q2 2024, an estimated $7.99K.
  • Atticus Wealth Management first reported a position in Lincoln National in Q4 2019 and held it in 8 quarters.
  • Atticus Wealth Management's Lincoln National position peaked at $130K in Q4 2019.
  • 535 funds tracked by Wall St. Rank held Lincoln National as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.