Curi Wealth Management’s Lincoln National LNC Stock Holding History

Curi Wealth Management’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
2022 Q3	–	Sell	-13	Closed	-$1K	–	479
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	575
2022 Q1	$0	Hold	13	–	–	﹤0.01%	594
2021 Q4	$0	Buy	+13	New	+$917	﹤0.01%	554
2021 Q1	–	Sell	-15	Closed	–	–	313
2020 Q4	$0	Buy	+15	New	+$638	﹤0.01%	464

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Curi Wealth Management's LNC Position: Q3 2022 in Review

Curi Wealth Management sold out of Lincoln National (LNC) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in LNC in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 617 funds tracked by Wall St. Rank hold LNC as of Q3 2022.

Curi Wealth Management reported no remaining Lincoln National position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 13 Lincoln National shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Lincoln National in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Lincoln National position peaked at $1K in Q2 2022.
617 funds tracked by Wall St. Rank held Lincoln National as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.