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Focused Wealth Management’s Lincoln National LNC Stock Holding History

Focused Wealth 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
Q1 		– Sell
-3,400
Closed -$91.7K – 618
2023
Q4 		$91.7K Buy
+3,400
New +$81.7K 0.02% 212
2018
Q2 		– Sell
-2,200
Closed -$161K – 711
2018
Q1 		$161K Hold
2,200
– – 0.05% 195
2017
Q4 		$169K Buy
+2,200
New +$166K 0.05% 176
2017
Q3 		– Sell
-2,200
Closed -$149K – 698
2017
Q2 		$149K Buy
+2,200
New +$145K 0.06% 180

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Focused Wealth Management's LNC Position: Q1 2024 in Review

Focused Wealth Management sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 3,400 shares — an estimated $91.7K sold.

Focused Wealth Management first reported a position in LNC in Q2 2017 and held it in 4 quarters. The position peaked at $169K in Q4 2017. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Focused Wealth Management reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 3,400 Lincoln National shares in Q1 2024, an estimated $91.7K.
  • Focused Wealth Management first reported a position in Lincoln National in Q2 2017 and held it in 4 quarters.
  • Focused Wealth Management's Lincoln National position peaked at $169K in Q4 2017.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.