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ICA Group Wealth Management’s Lincoln National LNC Stock Holding History

ICA Group Wealth 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
Q2 		– Sell
-202
Closed -$6.46K – 1079
2024
Q1 		$6.46K Buy
202
+3
+2% +$83 ﹤0.01% 985
2023
Q4 		$5.37K Buy
+199
New +$4.78K ﹤0.01% 1008
2023
Q3 		– Sell
-192
Closed -$4.94K – 767
2023
Q2 		$4.94K Buy
192
+4
+2% +$88 ﹤0.01% 980
2023
Q1 		$4.22K Sell
188
-183
-49% -$5.44K ﹤0.01% 981
2022
Q4 		$11.4K Buy
+371
New +$14.7K ﹤0.01% 802

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

ICA Group Wealth Management's LNC Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Lincoln National (LNC) in Q2 2024, closing a stake of 202 shares — an estimated $6.46K sold.

ICA Group Wealth Management first reported a position in LNC in Q4 2022 and held it in 5 quarters. The position peaked at $11.4K in Q4 2022. 535 funds tracked by Wall St. Rank hold LNC as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Lincoln National position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 202 Lincoln National shares in Q2 2024, an estimated $6.46K.
  • ICA Group Wealth Management first reported a position in Lincoln National in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Lincoln National position peaked at $11.4K in Q4 2022.
  • 535 funds tracked by Wall St. Rank held Lincoln National as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.