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Byrne Asset Management’s Lincoln National LNC Stock Holding History

Byrne 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
2024
Q1 		– Sell
-600
Closed -$16.3K – 557
2023
Q4 		$16.3K Hold
600
– – 0.01% 309
2023
Q3 		$15K Sell
600
-80
-12% -$2.09K 0.01% 299
2023
Q2 		$18K Buy
680
+40
+6% +$878 0.01% 340
2023
Q1 		$14K Sell
640
-355
-36% -$10.6K 0.01% 352
2022
Q4 		$30.6K Buy
+995
New +$39.5K 0.02% 275

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Byrne Asset Management's LNC Position: Q1 2024 in Review

Byrne Asset Management sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 600 shares — an estimated $16.3K sold.

Byrne Asset Management first reported a position in LNC in Q4 2022 and held it in 5 quarters. The position peaked at $30.6K in Q4 2022. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Byrne Asset Management reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Byrne Asset Management sold 600 Lincoln National shares in Q1 2024, an estimated $16.3K.
  • Byrne Asset Management first reported a position in Lincoln National in Q4 2022 and held it in 5 quarters.
  • Byrne Asset Management's Lincoln National position peaked at $30.6K in Q4 2022.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Byrne Asset Management's 13F filing for Q1 2024, filed 22 Apr 2024.