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Crewe Advisors’s Lincoln National LNC Stock Holding History

Crewe 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
2023
Q3 		– Sell
-8
Closed -$207 – 774
2023
Q2 		$207 Buy
+8
New +$176 ﹤0.01% 709
2023
Q1 		– Sell
-82
Closed -$2.52K – 949
2022
Q4 		$2.52K Sell
82
-115
-58% -$4.57K ﹤0.01% 803
2022
Q3 		$9K Buy
197
+115
+140% +$5.54K ﹤0.01% 699
2022
Q2 		$4K Buy
+82
New +$4.68K ﹤0.01% 824
2021
Q3 		– Sell
-6
Closed – – 436
2021
Q2 		$0 Sell
6
-118
-95% -$7.79K ﹤0.01% 471
2021
Q1 		$8K Hold
124
– – ﹤0.01% 319
2020
Q4 		$6K Sell
124
-127
-51% -$5.4K ﹤0.01% 337
2020
Q3 		$8K Buy
+251
New +$8.96K ﹤0.01% 280

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Crewe Advisors's LNC Position: Q3 2023 in Review

Crewe Advisors sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 8 shares — an estimated $207 sold.

Crewe Advisors first reported a position in LNC in Q3 2020 and held it in 8 quarters. The position peaked at $9K in Q3 2022. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

  • Crewe Advisors reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
  • Crewe Advisors sold 8 Lincoln National shares in Q3 2023, an estimated $207.
  • Crewe Advisors first reported a position in Lincoln National in Q3 2020 and held it in 8 quarters.
  • Crewe Advisors's Lincoln National position peaked at $9K in Q3 2022.
  • 475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.