Ellis Investment Partners’s Lincoln National LNC Stock Holding History

Ellis Investment 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
2025 Q1	–	Sell	-37,960	Closed	-$1.2M	–	242
2024 Q4	$1.2M	Sell	37,960 -8	-0%	-$267	0.24%	86
2024 Q3	$1.2M	Buy	37,968 +2,768	+8%	+$86.3K	0.23%	82
2024 Q2	$1.09M	Buy	+35,200	New	+$1.06M	0.23%	85
2020 Q3	–	Sell	-432	Closed	-$15K	–	738
2020 Q2	$15K	Buy	432 +4	+0.9%	+$141	0.01%	488
2020 Q1	$10K	Sell	428 -479	-53%	-$22.7K	﹤0.01%	485
2019 Q4	$54K	Buy	907 +5	+0.6%	+$294	0.02%	328
2019 Q3	$52K	Buy	902 +4	+0.4%	+$239	0.02%	331
2019 Q2	$58K	Buy	+898	New	+$57.4K	0.02%	311

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellis Investment Partners's LNC Position: Q1 2025 in Review

Ellis Investment Partners sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 37,960 shares — an estimated $1.2M sold.

Ellis Investment Partners first reported a position in LNC in Q2 2019 and held it in 8 quarters. The position peaked at $1.2M in Q4 2024. 569 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

Ellis Investment Partners reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
Ellis Investment Partners sold 37,960 Lincoln National shares in Q1 2025, an estimated $1.2M.
Ellis Investment Partners first reported a position in Lincoln National in Q2 2019 and held it in 8 quarters.
Ellis Investment Partners's Lincoln National position peaked at $1.2M in Q4 2024.
569 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Ellis Investment Partners's 13F filing for Q1 2025, filed 22 Apr 2025.