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Jamison Private Wealth Management’s Lincoln Educational Services LINC Stock Holding History

Jamison Private Wealth Management’s Portfolio LINC Stock Details LINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,000
Closed – – 351
2024
Q3 		$0 Hold
4,000
– – ﹤0.01% 478
2024
Q2 		$0 Hold
4,000
– – ﹤0.01% 489
2024
Q1 		$0 Buy
+4,000
New +$38.9K ﹤0.01% 504

Other funds holding LINC

JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Jamison Private Wealth Management's LINC Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Lincoln Educational Services (LINC) in Q4 2024, closing a stake of 4,000 shares.

Jamison Private Wealth Management first reported a position in LINC in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 112 funds tracked by Wall St. Rank hold LINC as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Lincoln Educational Services position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 4,000 Lincoln Educational Services shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Lincoln Educational Services in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Lincoln Educational Services position peaked at $0 in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Lincoln Educational Services as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.