FGAM
LNC icon

Financial Gravity Asset Management’s Lincoln National LNC Stock Holding History

Financial Gravity 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
Q2 		– Sell
-18
Closed -$570 – 1645
2024
Q1 		$570 Hold
18
– – ﹤0.01% 805
2023
Q4 		$481 Buy
+18
New +$433 ﹤0.01% 881
2018
Q3 		$0 Buy
8
+3
+60% +$198 ﹤0.01% 1517
2018
Q2 		$0 Sell
5
-7
-58% -$479 ﹤0.01% 1524
2018
Q1 		$1K Buy
+12
New +$941 ﹤0.01% 1187

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Financial Gravity Asset Management's LNC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Lincoln National (LNC) in Q2 2024, closing a stake of 18 shares — an estimated $570 sold.

Financial Gravity Asset Management first reported a position in LNC in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2018. 535 funds tracked by Wall St. Rank hold LNC as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Lincoln National position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 18 Lincoln National shares in Q2 2024, an estimated $570.
  • Financial Gravity Asset Management first reported a position in Lincoln National in Q1 2018 and held it in 5 quarters.
  • Financial Gravity Asset Management's Lincoln National position peaked at $1K in Q1 2018.
  • 535 funds tracked by Wall St. Rank held Lincoln National as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.