Baker Avenue Asset Management’s Lincoln National LNC Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-288	Closed	-$7.11K	–	1002
2023 Q3	$7.11K	Hold	288	–	–	﹤0.01%	852
2023 Q2	$7.42K	Buy	288 +19	+7%	+$417	﹤0.01%	789
2023 Q1	$6.04K	Buy	269 +53	+25%	+$1.58K	﹤0.01%	844
2022 Q4	$6.64K	Buy	+216	New	+$8.58K	﹤0.01%	770

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

Baker Avenue Asset Management's LNC Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 288 shares — an estimated $7.11K sold.

Baker Avenue Asset Management first reported a position in LNC in Q4 2022 and held it in 4 quarters. The position peaked at $7.42K in Q2 2023. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

Baker Avenue Asset Management reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 288 Lincoln National shares in Q4 2023, an estimated $7.11K.
Baker Avenue Asset Management first reported a position in Lincoln National in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Lincoln National position peaked at $7.42K in Q2 2023.
506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.