GI
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Gradient Investments’s Lincoln National LNC Stock Holding History

Gradient Investments’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
Q3 		– Sell
-1,851
Closed -$57.6K – 881
2024
Q2 		$57.6K Sell
1,851
-14
-0.8% -$424 ﹤0.01% 477
2024
Q1 		$59.5K Sell
1,865
-2,204
-54% -$60.9K ﹤0.01% 413
2023
Q4 		$110K Hold
4,069
– – ﹤0.01% 413
2023
Q3 		$100K Buy
4,069
+14
+0.3% +$366 ﹤0.01% 391
2023
Q2 		$104K Sell
4,055
-137
-3% -$3.01K ﹤0.01% 400
2023
Q1 		$94.2K Sell
4,192
-116
-3% -$3.45K ﹤0.01% 386
2022
Q4 		$132K Buy
4,308
+162
+4% +$6.43K ﹤0.01% 347
2022
Q3 		$182K Hold
4,146
– – 0.01% 294
2022
Q2 		$194K Sell
4,146
-46
-1% -$2.62K 0.01% 293
2022
Q1 		$274K Sell
4,192
-304
-7% -$20.8K 0.01% 266
2021
Q4 		$307K Sell
4,496
-1,735
-28% -$122K 0.01% 250
2021
Q3 		$428K Hold
6,231
– – 0.01% 232
2021
Q2 		$392K Sell
6,231
-2,091
-25% -$138K 0.01% 236
2021
Q1 		$518K Sell
8,322
-1,881
-18% -$104K 0.02% 214
2020
Q4 		$320K Hold
10,203
– – 0.01% 228
2020
Q3 		$320K Buy
10,203
+116
+1% +$4.14K 0.01% 228
2020
Q2 		$371K Hold
10,087
– – 0.02% 211
2020
Q1 		$265K Buy
10,087
+2,213
+28% +$105K 0.01% 216
2019
Q4 		$465K Buy
7,874
+7,867
+112,386% +$463K 0.02% 221
2019
Q3 		$0 Buy
+7
New +$419 ﹤0.01% 1176
2019
Q1 		– Sell
-85
Closed -$4K – 938
2018
Q4 		$4K Buy
+85
New +$5.17K ﹤0.01% 741
2016
Q1 		– Sell
-44
Closed -$2K – 769
2015
Q4 		$2K Buy
+44
New +$2.3K ﹤0.01% 587

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gradient Investments's LNC Position: Q3 2024 in Review

Gradient Investments sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 1,851 shares — an estimated $57.6K sold.

Gradient Investments first reported a position in LNC in Q4 2015 and held it in 22 quarters. The position peaked at $518K in Q1 2021. 531 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

  • Gradient Investments reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,851 Lincoln National shares in Q3 2024, an estimated $57.6K.
  • Gradient Investments first reported a position in Lincoln National in Q4 2015 and held it in 22 quarters.
  • Gradient Investments's Lincoln National position peaked at $518K in Q1 2021.
  • 531 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.