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Capital Advisors Inc’s Lincoln National LNC Stock Holding History

Capital Advisors Inc’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
-115,000
Closed -$3.1M – 314
2023
Q4 		$3.1M Buy
+115,000
New +$2.76M 0.07% 117
2018
Q1 		– Sell
-7,030
Closed -$540K – 191
2017
Q4 		$540K Hold
7,030
– – 0.03% 141
2017
Q3 		$517K Sell
7,030
-886
-11% -$62.5K 0.03% 136
2017
Q2 		$535K Buy
+7,916
New +$523K 0.03% 136

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

Capital Advisors Inc's LNC Position: Q1 2024 in Review

Capital Advisors Inc sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 115,000 shares — an estimated $3.1M sold.

Capital Advisors Inc first reported a position in LNC in Q2 2017 and held it in 4 quarters. The position peaked at $3.1M in Q4 2023. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Capital Advisors Inc reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 115,000 Lincoln National shares in Q1 2024, an estimated $3.1M.
  • Capital Advisors Inc first reported a position in Lincoln National in Q2 2017 and held it in 4 quarters.
  • Capital Advisors Inc's Lincoln National position peaked at $3.1M in Q4 2023.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Capital Advisors Inc's 13F filing for Q1 2024, filed 29 Apr 2024.