BAM
LNC icon

Belpointe Asset Management’s Lincoln National LNC Stock Holding History

Belpointe 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
Q2 		– Sell
-518
Closed -$11.6K – 2142
2023
Q1 		$11.6K Sell
518
-122
-19% -$3.63K ﹤0.01% 2631
2022
Q4 		$19.7K Buy
+640
New +$25.4K ﹤0.01% 2197
2019
Q3 		– Sell
-6,879
Closed -$443K – 700
2019
Q2 		$443K Buy
+6,879
New +$440K 0.09% 257
2018
Q1 		– Sell
-6,398
Closed -$492K – 426
2017
Q4 		$492K Buy
6,398
+133
+2% +$10.1K 0.11% 221
2017
Q3 		$460K Buy
+6,265
New +$442K 0.11% 210

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Belpointe Asset Management's LNC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 518 shares — an estimated $11.6K sold.

Belpointe Asset Management first reported a position in LNC in Q3 2017 and held it in 5 quarters. The position peaked at $492K in Q4 2017. 495 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 518 Lincoln National shares in Q2 2023, an estimated $11.6K.
  • Belpointe Asset Management first reported a position in Lincoln National in Q3 2017 and held it in 5 quarters.
  • Belpointe Asset Management's Lincoln National position peaked at $492K in Q4 2017.
  • 495 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.