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Evoke Wealth’s Lincoln National LNC Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-328
Closed -$14K – 800
2022
Q3 		$14K Hold
328
– – ﹤0.01% 697
2022
Q2 		$15K Sell
328
-36
-10% -$2.05K ﹤0.01% 701
2022
Q1 		$24K Buy
364
+36
+11% +$2.46K ﹤0.01% 624
2021
Q4 		$22K Sell
328
-1
-0.3% -$71 ﹤0.01% 668
2021
Q3 		$22K Hold
329
– – ﹤0.01% 625
2021
Q2 		$21K Sell
329
-59
-15% -$3.89K ﹤0.01% 648
2021
Q1 		$24K Buy
388
+34
+10% +$1.88K ﹤0.01% 559
2020
Q4 		$18K Sell
354
-1,052
-75% -$44.7K ﹤0.01% 510
2020
Q3 		$44K Sell
1,406
-91
-6% -$3.25K ﹤0.01% 375
2020
Q2 		$55K Buy
1,497
+1,140
+319% +$40.1K 0.01% 342
2020
Q1 		$9.4K Buy
357
+56
+19% +$2.66K ﹤0.01% 513
2019
Q4 		$17.8K Sell
301
-21
-7% -$1.24K ﹤0.01% 618
2019
Q3 		$19.4K Buy
+322
New +$19.3K ﹤0.01% 672

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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evoke Wealth's LNC Position: Q4 2022 in Review

Evoke Wealth sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 328 shares — an estimated $14K sold.

Evoke Wealth first reported a position in LNC in Q3 2019 and held it in 13 quarters. The position peaked at $55K in Q2 2020. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Evoke Wealth reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 328 Lincoln National shares in Q4 2022, an estimated $14K.
  • Evoke Wealth first reported a position in Lincoln National in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Lincoln National position peaked at $55K in Q2 2020.
  • 574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.