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Concord Wealth Partners’s Lincoln National LNC Stock Holding History

Concord Wealth 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
2024
Q3 		– Sell
-31
Closed -$964 – 993
2024
Q2 		$964 Hold
31
– – ﹤0.01% 727
2024
Q1 		$990 Hold
31
– – ﹤0.01% 793
2023
Q4 		$836 Sell
31
-487
-94% -$11.7K ﹤0.01% 766
2023
Q3 		$12.8K Buy
518
+211
+69% +$5.52K ﹤0.01% 579
2023
Q2 		$7.92K Buy
307
+131
+74% +$2.88K ﹤0.01% 642
2023
Q1 		$3.95K Sell
176
-313
-64% -$9.31K ﹤0.01% 708
2022
Q4 		$15K Buy
+489
New +$19.4K ﹤0.01% 576
2022
Q3 		– Sell
-1,891
Closed -$88K – 704
2022
Q2 		$88K Buy
1,891
+467
+33% +$26.6K 0.02% 281
2022
Q1 		$93K Sell
1,424
-148
-9% -$10.1K 0.02% 312
2021
Q4 		$107K Buy
1,572
+1,253
+393% +$88.4K 0.03% 300
2021
Q3 		$22K Sell
319
-993
-76% -$64.9K 0.01% 362
2021
Q2 		$82K Buy
1,312
+1,037
+377% +$68.5K 0.02% 268
2021
Q1 		$17K Buy
+275
New +$15.2K 0.01% 504

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concord Wealth Partners's LNC Position: Q3 2024 in Review

Concord Wealth Partners sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 31 shares — an estimated $964 sold.

Concord Wealth Partners first reported a position in LNC in Q1 2021 and held it in 13 quarters. The position peaked at $107K in Q4 2021. 531 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

  • Concord Wealth Partners reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 31 Lincoln National shares in Q3 2024, an estimated $964.
  • Concord Wealth Partners first reported a position in Lincoln National in Q1 2021 and held it in 13 quarters.
  • Concord Wealth Partners's Lincoln National position peaked at $107K in Q4 2021.
  • 531 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.