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Disciplined Investments’s Lincoln National LNC Stock Holding History

Disciplined Investments’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
-20
Closed -$515 – 913
2023
Q2 		$515 Buy
20
+1
+5% +$22 ﹤0.01% 1219
2023
Q1 		$427 Buy
19
+9
+90% +$268 ﹤0.01% 1284
2022
Q4 		$307 Sell
10
-18
-64% -$715 ﹤0.01% 1332
2022
Q3 		$1K Buy
28
+13
+87% +$626 ﹤0.01% 976
2022
Q2 		$1K Sell
15
-11
-42% -$627 ﹤0.01% 994
2022
Q1 		$2K Buy
+26
New +$1.78K ﹤0.01% 733

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

Disciplined Investments's LNC Position: Q3 2023 in Review

Disciplined Investments sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 20 shares — an estimated $515 sold.

Disciplined Investments first reported a position in LNC in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

  • Disciplined Investments reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 Lincoln National shares in Q3 2023, an estimated $515.
  • Disciplined Investments first reported a position in Lincoln National in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Lincoln National position peaked at $2K in Q1 2022.
  • 475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.