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Horan Securities’s Lincoln National LNC Stock Holding History

Horan Securities’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
Q3 		– Sell
-48
Closed -$1.24K – 412
2023
Q2 		$1.24K Hold
48
– – ﹤0.01% 611
2023
Q1 		$1.08K Buy
+48
New +$1.43K ﹤0.01% 621
2020
Q2 		– Sell
-15
Closed – – 346
2020
Q1 		$0 Buy
+15
New +$712 ﹤0.01% 277
2018
Q1 		– Sell
-72
Closed -$6K – 207
2017
Q4 		$6K Hold
72
– – 0.01% 143
2017
Q3 		$5K Buy
72
+1
+1% +$71 ﹤0.01% 142
2017
Q2 		$5K Sell
71
-20
-22% -$1.32K 0.01% 136
2017
Q1 		$6K Buy
+91
New +$6.22K 0.01% 120
2016
Q4 		– Sell
-165
Closed -$8K – 100
2016
Q3 		$8K Buy
+165
New +$7.39K 0.01% 90

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Horan Securities's LNC Position: Q3 2023 in Review

Horan Securities sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 48 shares — an estimated $1.24K sold.

Horan Securities first reported a position in LNC in Q3 2016 and held it in 8 quarters. The position peaked at $8K in Q3 2016. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

  • Horan Securities reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 48 Lincoln National shares in Q3 2023, an estimated $1.24K.
  • Horan Securities first reported a position in Lincoln National in Q3 2016 and held it in 8 quarters.
  • Horan Securities's Lincoln National position peaked at $8K in Q3 2016.
  • 475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.