First Heartland Consultants’s Lincoln National LNC Stock Holding History

First Heartland Consultants’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	-8,551	Closed	-$269K	–	483
2024 Q3	$269K	Sell	8,551 -18,917	-69%	-$590K	0.03%	364
2024 Q2	$854K	Buy	27,468 +4,385	+19%	+$133K	0.06%	189
2024 Q1	$737K	Buy	23,083 +8,417	+57%	+$232K	0.08%	199
2023 Q4	$396K	Sell	14,666 -15,828	-52%	-$381K	0.05%	252
2023 Q3	$753K	Sell	30,494 -337	-1%	-$8.81K	0.09%	165
2023 Q2	$794K	Sell	30,831 -2,275	-7%	-$49.9K	0.1%	159
2023 Q1	$744K	Buy	33,106 +10,948	+49%	+$326K	0.11%	159
2022 Q4	$681K	Sell	22,158 -6,019	-21%	-$239K	0.11%	163
2022 Q3	$1.23M	Buy	28,177 +11,009	+64%	+$530K	0.11%	109
2022 Q2	$802K	Buy	17,168 +72	+0.4%	+$4.11K	0.13%	139
2022 Q1	$1.12M	Buy	17,096 +72	+0.4%	+$4.92K	0.17%	104
2021 Q4	$1.16M	Buy	17,024 +60	+0.4%	+$4.23K	0.04%	104
2021 Q3	$1.17M	Buy	16,964 +72	+0.4%	+$4.7K	0.18%	115
2021 Q2	$1.06M	Buy	16,892 +67	+0.4%	+$4.42K	0.16%	131
2021 Q1	$1.05M	Sell	16,825 -28	-0.2%	-$1.55K	0.17%	123
2020 Q4	$848K	Buy	+16,853	New	+$717K	0.14%	114

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Heartland Consultants's LNC Position: Q4 2024 in Review

First Heartland Consultants sold out of Lincoln National (LNC) in Q4 2024, closing a stake of 8,551 shares — an estimated $269K sold.

First Heartland Consultants first reported a position in LNC in Q4 2020 and held it in 16 quarters. The position peaked at $1.23M in Q3 2022. 559 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

First Heartland Consultants reported no remaining Lincoln National position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 8,551 Lincoln National shares in Q4 2024, an estimated $269K.
First Heartland Consultants first reported a position in Lincoln National in Q4 2020 and held it in 16 quarters.
First Heartland Consultants's Lincoln National position peaked at $1.23M in Q3 2022.
559 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.