Baystate Wealth Management’s Lincoln National LNC Stock Holding History

Baystate 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
2023 Q4	$183	Hold	6	–	–	﹤0.01%	1271
2023 Q3	$164	Hold	6	–	–	﹤0.01%	991
2023 Q2	$168	Hold	6	–	–	﹤0.01%	1017
2023 Q1	$144	Hold	6	–	–	﹤0.01%	1011
2022 Q4	$0	Hold	6	–	–	﹤0.01%	964
2022 Q3	$0	Hold	6	–	–	﹤0.01%	919
2022 Q2	$0	Hold	6	–	–	﹤0.01%	930
2022 Q1	$0	Hold	6	–	–	﹤0.01%	909
2021 Q4	$0	Hold	6	–	–	﹤0.01%	928
2021 Q3	$0	Hold	6	–	–	﹤0.01%	865
2021 Q2	$0	Sell	6 -8	-57%	-$528	﹤0.01%	830
2021 Q1	$1K	Buy	+14	New	+$774	﹤0.01%	675
2019 Q1	–	Sell	-65	Closed	-$4K	–	691
2018 Q4	$4K	Hold	65	–	–	﹤0.01%	460
2018 Q3	$4K	Hold	65	–	–	﹤0.01%	464
2018 Q2	$4K	Hold	65	–	–	﹤0.01%	479
2018 Q1	$5K	Sell	65 -124	-66%	-$9.73K	﹤0.01%	426
2017 Q4	$16K	Hold	189	–	–	﹤0.01%	320
2017 Q3	$14K	Buy	189 +124	+191%	+$8.75K	﹤0.01%	318
2017 Q2	$5K	Hold	65	–	–	﹤0.01%	415
2017 Q1	$4K	Hold	65	–	–	﹤0.01%	403
2016 Q4	$4K	Buy	+65	New	+$3.78K	﹤0.01%	372

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baystate Wealth Management's LNC Position: Q4 2023 in Review

Baystate Wealth Management held its Lincoln National (LNC) position steady in Q4 2023 at 6 shares worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Baystate Wealth Management first reported a position in LNC in Q4 2016 and has held it in 21 quarters since. The position peaked at $16K in Q4 2017. 505 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

Baystate Wealth Management held 6 shares of Lincoln National worth $183 as of Q4 2023.
Baystate Wealth Management left its Lincoln National share count unchanged in Q4 2023.
Lincoln National made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1271 holding.
Baystate Wealth Management first reported a position in Lincoln National in Q4 2016 and has held it in 21 quarters since.
Baystate Wealth Management's Lincoln National position peaked at $16K in Q4 2017.
505 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.