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Capital Performance Advisors’s Lincoln National LNC Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-417
Closed -$13.1K – 1557
2024
Q3 		$13.1K Buy
+417
New +$13K ﹤0.01% 732

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital Performance Advisors's LNC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Lincoln National (LNC) in Q4 2024, closing a stake of 417 shares — an estimated $13.1K sold.

Capital Performance Advisors first reported a position in LNC in Q3 2024 and held it in 1 quarter. The position peaked at $13.1K in Q3 2024. 556 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Lincoln National position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 417 Lincoln National shares in Q4 2024, an estimated $13.1K.
  • Capital Performance Advisors first reported a position in Lincoln National in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Lincoln National position peaked at $13.1K in Q3 2024.
  • 556 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.