Cary Street Partners Investment Advisory’s Lincoln National LNC Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-3,705	Closed	-$91.5K	–	1308
2023 Q3	$91.5K	Buy	3,705 +2,185	+144%	+$57.1K	﹤0.01%	726
2023 Q2	$39.2K	Sell	1,520 -880	-37%	-$19.3K	﹤0.01%	874
2023 Q1	$53.9K	Sell	2,400 -462	-16%	-$13.7K	﹤0.01%	727
2022 Q4	$87.9K	Sell	2,862 -3,050	-52%	-$121K	0.01%	614
2022 Q3	$260K	Buy	5,912 +2,769	+88%	+$133K	0.02%	409
2022 Q2	$147K	Buy	+3,143	New	+$179K	0.01%	464
2021 Q3	–	Sell	-400	Closed	-$25K	–	278
2021 Q2	$25K	Buy	400 +25	+7%	+$1.65K	0.01%	303
2021 Q1	$23K	Buy	+375	New	+$20.7K	0.01%	293
2020 Q4	–	Sell	-124,594	Closed	-$3.9M	–	650
2020 Q3	$3.9M	Buy	+124,594	New	+$4.45M	0.83%	32

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cary Street Partners Investment Advisory's LNC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 3,705 shares — an estimated $91.5K sold.

Cary Street Partners Investment Advisory first reported a position in LNC in Q3 2020 and held it in 9 quarters. The position peaked at $3.9M in Q3 2020. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 3,705 Lincoln National shares in Q4 2023, an estimated $91.5K.
Cary Street Partners Investment Advisory first reported a position in Lincoln National in Q3 2020 and held it in 9 quarters.
Cary Street Partners Investment Advisory's Lincoln National position peaked at $3.9M in Q3 2020.
506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.