IMA Advisory Services’s Lincoln National LNC Stock Holding History

IMA Advisory 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
2022 Q4	–	Sell	-400	Closed	-$18K	–	399
2022 Q3	$18K	Hold	400	–	–	﹤0.01%	227
2022 Q2	$19K	Buy	400 +50	+14%	+$2.85K	﹤0.01%	229
2022 Q1	$23K	Hold	350	–	–	0.01%	199
2021 Q4	$24K	Hold	350	–	–	0.01%	204
2021 Q3	$24K	Hold	350	–	–	0.01%	188
2021 Q2	$22K	Hold	350	–	–	0.01%	190
2021 Q1	$22K	Hold	350	–	–	0.01%	194
2020 Q4	$18K	Buy	+350	New	+$14.9K	0.01%	188

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IMA Advisory Services's LNC Position: Q4 2022 in Review

IMA Advisory Services sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 400 shares — an estimated $18K sold.

IMA Advisory Services first reported a position in LNC in Q4 2020 and held it in 8 quarters. The position peaked at $24K in Q4 2021. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

IMA Advisory Services reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
IMA Advisory Services sold 400 Lincoln National shares in Q4 2022, an estimated $18K.
IMA Advisory Services first reported a position in Lincoln National in Q4 2020 and held it in 8 quarters.
IMA Advisory Services's Lincoln National position peaked at $24K in Q4 2021.
574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.