Carmichael Hill & Associates’s Lincoln National LNC Stock Holding History

Carmichael Hill & Associates’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 Q3	–	Sell	-51	Closed	-$1.59K	–	793
2024 Q2	$1.59K	Hold	51	–	–	﹤0.01%	708
2024 Q1	$1.63K	Buy	+51	New	+$1.41K	﹤0.01%	693
2023 Q4	–	Sell	-51	Closed	-$1.26K	–	805
2023 Q3	$1.26K	Hold	51	–	–	﹤0.01%	718
2023 Q2	$1.31K	Hold	51	–	–	﹤0.01%	723
2023 Q1	$1.15K	Hold	51	–	–	﹤0.01%	720
2022 Q4	$1.57K	Hold	51	–	–	﹤0.01%	702
2022 Q3	$2K	Hold	51	–	–	﹤0.01%	746
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	727
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	729
2021 Q4	$3K	Hold	51	–	–	﹤0.01%	746
2021 Q3	$4K	Hold	51	–	–	﹤0.01%	713
2021 Q2	$3K	Hold	51	–	–	﹤0.01%	709
2021 Q1	$3K	Hold	51	–	–	﹤0.01%	696
2020 Q4	$3K	Hold	51	–	–	﹤0.01%	672
2020 Q3	$2K	Hold	51	–	–	﹤0.01%	663
2020 Q2	$2K	Hold	51	–	–	﹤0.01%	634
2020 Q1	$1K	Hold	51	–	–	﹤0.01%	652
2019 Q4	$3K	Buy	+51	New	+$3K	﹤0.01%	605

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carmichael Hill & Associates's LNC Position: Q3 2024 in Review

Carmichael Hill & Associates sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 51 shares — an estimated $1.59K sold.

Carmichael Hill & Associates first reported a position in LNC in Q4 2019 and held it in 18 quarters. The position peaked at $4K in Q3 2021. 530 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

Carmichael Hill & Associates reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 51 Lincoln National shares in Q3 2024, an estimated $1.59K.
Carmichael Hill & Associates first reported a position in Lincoln National in Q4 2019 and held it in 18 quarters.
Carmichael Hill & Associates's Lincoln National position peaked at $4K in Q3 2021.
530 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.