Harvest Fund Management’s Lincoln National LNC Stock Holding History

Harvest Fund 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 Q3	–	Sell	-2,759	Closed	-$86K	–	685
2024 Q2	$86K	Sell	2,759 -5,547	-67%	-$168K	0.01%	433
2024 Q1	$265K	Buy	8,306 +5,255	+172%	+$145K	0.02%	281
2023 Q4	$82K	Sell	3,051 -1,729	-36%	-$41.6K	0.01%	358
2023 Q3	$118K	Buy	4,780 +3,241	+211%	+$84.8K	0.02%	297
2023 Q2	$40K	Buy	+1,539	New	+$33.8K	0.01%	448
2022 Q4	–	Sell	-2,028	Closed	-$89K	–	818
2022 Q3	$89K	Sell	2,028 -2,627	-56%	-$127K	0.03%	319
2022 Q2	$218K	Hold	4,655	–	–	0.06%	160
2022 Q1	$304K	Buy	4,655 +3,185	+217%	+$218K	0.06%	140
2021 Q4	$100K	Sell	1,470 -4	-0.3%	-$282	0.02%	334
2021 Q3	$101K	Hold	1,474	–	–	0.02%	280
2021 Q2	$94K	Buy	1,474 +752	+104%	+$49.6K	0.01%	290
2021 Q1	$44K	Hold	722	–	–	﹤0.01%	456
2020 Q4	$36K	Buy	+722	New	+$30.7K	﹤0.01%	408

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Fund Management's LNC Position: Q3 2024 in Review

Harvest Fund Management sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 2,759 shares — an estimated $86K sold.

Harvest Fund Management first reported a position in LNC in Q4 2020 and held it in 13 quarters. The position peaked at $304K in Q1 2022. 531 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

Harvest Fund Management reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
Harvest Fund Management sold 2,759 Lincoln National shares in Q3 2024, an estimated $86K.
Harvest Fund Management first reported a position in Lincoln National in Q4 2020 and held it in 13 quarters.
Harvest Fund Management's Lincoln National position peaked at $304K in Q1 2022.
531 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Harvest Fund Management's 13F filing for Q3 2024, filed 13 Nov 2024.