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Cetera Advisors’s Lincoln National LNC Stock Holding History

Cetera 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
Q1 		$655K Buy
20,503
+6,655
+48% +$184K 0.01% 1425
2023
Q4 		$373K Sell
13,848
-10,766
-44% -$259K 0.01% 1291
2023
Q3 		$608K Buy
+24,614
New +$644K 0.01% 958

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Advisors's LNC Position: Q1 2024 in Review

Cetera Advisors increased its Lincoln National (LNC) stake by 48% in Q1 2024, buying an estimated $184K and bringing the position to 20,503 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #1425.

Cetera Advisors first reported a position in LNC in Q3 2023 and has held it in 3 quarters since. 504 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Cetera Advisors held 20,503 shares of Lincoln National worth $655K as of Q1 2024.
  • Cetera Advisors bought 6,655 Lincoln National shares in Q1 2024, an estimated $184K.
  • Lincoln National made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1425 holding.
  • Cetera Advisors first reported a position in Lincoln National in Q3 2023 and has held it in 3 quarters since.
  • 504 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.