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Glassman Wealth Services’s Lincoln National LNC Stock Holding History

Glassman Wealth Services’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
-232
Closed -$6.26K – 1089
2023
Q4 		$6.26K Sell
232
-133
-36% -$3.2K ﹤0.01% 1012
2023
Q3 		$9.01K Sell
365
-65
-15% -$1.7K ﹤0.01% 885
2023
Q2 		$11.1K Sell
430
-11
-2% -$241 ﹤0.01% 788
2023
Q1 		$9.91K Buy
441
+128
+41% +$3.81K ﹤0.01% 825
2022
Q4 		$9.62K Buy
313
+69
+28% +$2.74K ﹤0.01% 836
2022
Q3 		$11K Sell
244
-9
-4% -$433 ﹤0.01% 768
2022
Q2 		$12K Sell
253
-250
-50% -$14.3K ﹤0.01% 756
2022
Q1 		$33K Sell
503
-1
-0.2% -$68 0.01% 502
2021
Q4 		$34K Buy
504
+291
+137% +$20.5K 0.01% 463
2021
Q3 		$15K Buy
213
+6
+3% +$392 ﹤0.01% 658
2021
Q2 		$13K Buy
207
+21
+11% +$1.39K ﹤0.01% 687
2021
Q1 		$12K Buy
186
+1
+0.5% +$55 ﹤0.01% 669
2020
Q4 		$9K Sell
185
-3
-2% -$128 ﹤0.01% 745
2020
Q3 		$6K Sell
188
-1,000
-84% -$35.7K ﹤0.01% 742
2020
Q2 		$44K Buy
1,188
+103
+9% +$3.63K 0.01% 267
2020
Q1 		$29K Buy
1,085
+34
+3% +$1.61K 0.01% 296
2019
Q4 		$62K Buy
1,051
+22
+2% +$1.29K 0.02% 226
2019
Q3 		$62K Sell
1,029
-4
-0.4% -$239 0.03% 211
2019
Q2 		$67K Buy
1,033
+1,005
+3,589% +$64.2K 0.03% 205
2019
Q1 		$2K Buy
28
+4
+17% +$237 ﹤0.01% 703
2018
Q4 		$1K Buy
24
+15
+167% +$912 ﹤0.01% 651
2018
Q3 		$1K Hold
9
– – ﹤0.01% 701
2018
Q2 		$1K Sell
9
-4
-31% -$274 ﹤0.01% 677
2018
Q1 		$1K Hold
13
– – ﹤0.01% 629
2017
Q4 		$1K Buy
13
+4
+44% +$303 ﹤0.01% 584
2017
Q3 		$1K Hold
9
– – ﹤0.01% 478
2017
Q2 		$1K Hold
9
– – ﹤0.01% 476
2017
Q1 		$1K Hold
9
– – ﹤0.01% 508
2016
Q4 		$1K Hold
9
– – ﹤0.01% 563
2016
Q3 		$0 Buy
+9
New +$403 ﹤0.01% 543

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

Glassman Wealth Services's LNC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 232 shares — an estimated $6.26K sold.

Glassman Wealth Services first reported a position in LNC in Q3 2016 and held it in 30 quarters. The position peaked at $67K in Q2 2019. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Glassman Wealth Services reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 232 Lincoln National shares in Q1 2024, an estimated $6.26K.
  • Glassman Wealth Services first reported a position in Lincoln National in Q3 2016 and held it in 30 quarters.
  • Glassman Wealth Services's Lincoln National position peaked at $67K in Q2 2019.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.