HFS
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HBC Financial Services’s Lincoln National LNC Stock Holding History

HBC Financial 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
2023
Q2 		– Sell
-1,000
Closed -$21K – 194
2023
Q1 		$21K Buy
1,000
+700
+233% +$20.8K 0.02% 113
2022
Q4 		$9K Hold
300
– – 0.01% 115
2022
Q3 		$13K Hold
300
– – 0.01% 105
2022
Q2 		$14K Hold
300
– – 0.01% 112
2022
Q1 		$18K Sell
300
-100
-25% -$6.83K 0.01% 96
2021
Q4 		$27K Hold
400
– – 0.02% 87
2021
Q3 		$28K Sell
400
-400
-50% -$26.1K 0.02% 76
2021
Q2 		$45K Hold
800
– – 0.03% 69
2021
Q1 		$51.4K Hold
800
– – 0.04% 58
2020
Q4 		$42K Hold
800
– – 0.03% 73
2020
Q3 		$34K Buy
+800
New +$28.6K 0.03% 80

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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

HBC Financial Services's LNC Position: Q2 2023 in Review

HBC Financial Services sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 1,000 shares — an estimated $21K sold.

HBC Financial Services first reported a position in LNC in Q3 2020 and held it in 11 quarters. The position peaked at $51.4K in Q1 2021. 494 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

  • HBC Financial Services reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
  • HBC Financial Services sold 1,000 Lincoln National shares in Q2 2023, an estimated $21K.
  • HBC Financial Services first reported a position in Lincoln National in Q3 2020 and held it in 11 quarters.
  • HBC Financial Services's Lincoln National position peaked at $51.4K in Q1 2021.
  • 494 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on HBC Financial Services's 13F filing for Q2 2023, filed 27 Jul 2023.