KWM
LNC icon

Keebeck Wealth Management’s Lincoln National LNC Stock Holding History

Keebeck 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
2022
Q4 		– Sell
-30,000
Closed -$1.32M – 245
2022
Q3 		$1.32M Buy
+30,000
New +$1.44M 0.25% 94

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keebeck Wealth Management's LNC Position: Q4 2022 in Review

Keebeck Wealth Management sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 30,000 shares — an estimated $1.32M sold.

Keebeck Wealth Management first reported a position in LNC in Q3 2022 and held it in 1 quarter. The position peaked at $1.32M in Q3 2022. 575 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Keebeck Wealth Management reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Keebeck Wealth Management sold 30,000 Lincoln National shares in Q4 2022, an estimated $1.32M.
  • Keebeck Wealth Management first reported a position in Lincoln National in Q3 2022 and held it in 1 quarter.
  • Keebeck Wealth Management's Lincoln National position peaked at $1.32M in Q3 2022.
  • 575 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Keebeck Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.