BerganKDV Wealth Management’s Lincoln National LNC Stock Holding History

BerganKDV 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 Q2	–	Sell	-220	Closed	-$4.94K	–	985
2023 Q1	$4.94K	Buy	220 +191	+659%	+$5.68K	﹤0.01%	692
2022 Q4	$890	Sell	29 -2	-6%	-$79	﹤0.01%	895
2022 Q3	$1K	Sell	31 -12	-28%	-$578	﹤0.01%	903
2022 Q2	$2K	Hold	43	–	–	﹤0.01%	832
2022 Q1	$3K	Buy	43 +1	+2%	+$68	﹤0.01%	808
2021 Q4	$3K	Hold	42	–	–	﹤0.01%	866
2021 Q3	$3K	Hold	42	–	–	﹤0.01%	828
2021 Q2	$3K	Hold	42	–	–	﹤0.01%	769
2021 Q1	$3K	Hold	42	–	–	﹤0.01%	739
2020 Q4	$2K	Buy	42 +3	+8%	+$128	﹤0.01%	785
2020 Q3	$1K	Hold	39	–	–	﹤0.01%	830
2020 Q2	$1K	Buy	39 +10	+34%	+$352	﹤0.01%	876
2020 Q1	$1K	Buy	29 +9	+45%	+$427	﹤0.01%	846
2019 Q4	$1K	Buy	+20	New	+$1.18K	﹤0.01%	868

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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

BerganKDV Wealth Management's LNC Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 220 shares — an estimated $4.94K sold.

BerganKDV Wealth Management first reported a position in LNC in Q4 2019 and held it in 14 quarters. The position peaked at $4.94K in Q1 2023. 494 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

BerganKDV Wealth Management reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 220 Lincoln National shares in Q2 2023, an estimated $4.94K.
BerganKDV Wealth Management first reported a position in Lincoln National in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Lincoln National position peaked at $4.94K in Q1 2023.
494 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.