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Harvest Investment Advisors’s Lincoln National LNC Stock Holding History

Harvest Investment Advisors’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
2023
Q2 		– Sell
-29,529
Closed -$664K – 54
2023
Q1 		$664K Sell
29,529
-6,840
-19% -$203K 0.59% 51
2022
Q4 		$1.12M Buy
+36,369
New +$1.44M 1.05% 48

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Harvest Investment Advisors's LNC Position: Q2 2023 in Review

Harvest Investment Advisors sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 29,529 shares — an estimated $664K sold.

Harvest Investment Advisors first reported a position in LNC in Q4 2022 and held it in 2 quarters. The position peaked at $1.12M in Q4 2022. 496 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

  • Harvest Investment Advisors reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
  • Harvest Investment Advisors sold 29,529 Lincoln National shares in Q2 2023, an estimated $664K.
  • Harvest Investment Advisors first reported a position in Lincoln National in Q4 2022 and held it in 2 quarters.
  • Harvest Investment Advisors's Lincoln National position peaked at $1.12M in Q4 2022.
  • 496 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on Harvest Investment Advisors's 13F filing for Q2 2023, filed 24 Aug 2023.