Benjamin F. Edwards & Company’s Lincoln National LNC Stock Holding History

Benjamin F. Edwards & Company’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	$390K	Buy	12,519 +2,254	+22%	+$68.2K	0.01%	745
2024 Q1	$328K	Buy	10,265 +9,496	+1,235%	+$262K	0.01%	760
2023 Q4	$21K	Buy	769 +29	+4%	+$697	﹤0.01%	1479
2023 Q3	$18K	Hold	740	–	–	﹤0.01%	1278
2023 Q2	$19K	Buy	740 +40	+6%	+$878	﹤0.01%	1290
2023 Q1	$16K	Buy	+700	New	+$20.8K	﹤0.01%	1315
2020 Q4	–	Sell	-604	Closed	-$19K	–	1687
2020 Q3	$19K	Buy	604 +54	+10%	+$1.93K	﹤0.01%	1131
2020 Q2	$20K	Buy	550 +400	+267%	+$14.1K	﹤0.01%	1122
2020 Q1	$4K	Buy	+150	New	+$7.12K	﹤0.01%	1483
2019 Q3	–	Sell	-85	Closed	-$5K	–	1913
2019 Q2	$5K	Buy	+85	New	+$5.43K	﹤0.01%	1615
2019 Q1	–	Sell	-74	Closed	-$4K	–	1748
2018 Q4	$4K	Hold	74	–	–	﹤0.01%	1514
2018 Q3	$5K	Hold	74	–	–	﹤0.01%	1410
2018 Q2	$5K	Buy	+74	New	+$5.06K	﹤0.01%	1413
2018 Q1	–	Sell	-82	Closed	-$6K	–	1647
2017 Q4	$6K	Buy	+82	New	+$6.2K	﹤0.01%	1315

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Benjamin F. Edwards & Company's LNC Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Lincoln National (LNC) stake by 22% in Q2 2024, buying an estimated $68.2K and bringing the position to 12,519 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #745.

Benjamin F. Edwards & Company first reported a position in LNC in Q4 2017 and has held it in 14 quarters since. 535 funds tracked by Wall St. Rank hold LNC as of Q2 2024.

Benjamin F. Edwards & Company held 12,519 shares of Lincoln National worth $390K as of Q2 2024.
Benjamin F. Edwards & Company bought 2,254 Lincoln National shares in Q2 2024, an estimated $68.2K.
Lincoln National made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #745 holding.
Benjamin F. Edwards & Company first reported a position in Lincoln National in Q4 2017 and has held it in 14 quarters since.
535 funds tracked by Wall St. Rank held Lincoln National as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.