Donoghue Forlines’s Lincoln National LNC Stock Holding History

Donoghue Forlines’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 Q4	–	Sell	-38,598	Closed	-$1.22M	–	190
2024 Q3	$1.22M	Buy	38,598 +19,928	+107%	+$621K	0.35%	104
2024 Q2	$581K	Buy	+18,670	New	+$565K	0.17%	147

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Donoghue Forlines's LNC Position: Q4 2024 in Review

Donoghue Forlines sold out of Lincoln National (LNC) in Q4 2024, closing a stake of 38,598 shares — an estimated $1.22M sold.

Donoghue Forlines first reported a position in LNC in Q2 2024 and held it in 2 quarters. The position peaked at $1.22M in Q3 2024. 556 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

Donoghue Forlines reported no remaining Lincoln National position as of Q4 2024 after selling out during the quarter.
Donoghue Forlines sold 38,598 Lincoln National shares in Q4 2024, an estimated $1.22M.
Donoghue Forlines first reported a position in Lincoln National in Q2 2024 and held it in 2 quarters.
Donoghue Forlines's Lincoln National position peaked at $1.22M in Q3 2024.
556 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.