EAM
LNC icon

Empirical Asset Management’s Lincoln National LNC Stock Holding History

Empirical Asset 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
2024
Q3 		– Sell
-12,647
Closed -$393K – 337
2024
Q2 		$393K Buy
+12,647
New +$383K 0.15% 200

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empirical Asset Management's LNC Position: Q3 2024 in Review

Empirical Asset Management sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 12,647 shares — an estimated $393K sold.

Empirical Asset Management first reported a position in LNC in Q2 2024 and held it in 1 quarter. The position peaked at $393K in Q2 2024. 530 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

  • Empirical Asset Management reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
  • Empirical Asset Management sold 12,647 Lincoln National shares in Q3 2024, an estimated $393K.
  • Empirical Asset Management first reported a position in Lincoln National in Q2 2024 and held it in 1 quarter.
  • Empirical Asset Management's Lincoln National position peaked at $393K in Q2 2024.
  • 530 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Empirical Asset Management's 13F filing for Q3 2024, filed 11 Oct 2024.