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Castleview Partners’s Lincoln National LNC Stock Holding History

Castleview Partners’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
Q1 		– Sell
-449
Closed -$13.8K – 694
2022
Q4 		$13.8K Sell
449
-400
-47% -$15.9K 0.01% 329
2022
Q3 		$37K Sell
849
-41,260
-98% -$1.99M 0.04% 284
2022
Q2 		$1.18M Buy
42,109
+41,312
+5,183% +$2.36M 0.94% 17
2022
Q1 		$52K Sell
797
-53,674
-99% -$3.67M 0.03% 342
2021
Q4 		$798 Buy
+54,471
New +$3.84M 0.01% 432
2021
Q2 		$247K Buy
+3,924
New +$259K 0.11% 197

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Castleview Partners's LNC Position: Q1 2023 in Review

Castleview Partners sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 449 shares — an estimated $13.8K sold.

Castleview Partners first reported a position in LNC in Q2 2021 and held it in 6 quarters. The position peaked at $1.18M in Q2 2022. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Castleview Partners reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Castleview Partners sold 449 Lincoln National shares in Q1 2023, an estimated $13.8K.
  • Castleview Partners first reported a position in Lincoln National in Q2 2021 and held it in 6 quarters.
  • Castleview Partners's Lincoln National position peaked at $1.18M in Q2 2022.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Castleview Partners's 13F filing for Q1 2023, filed 16 May 2023.