Kula Investments’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.31M Buy
58,318
+19,530
+50% +$581K 0.32% 61
2022
Q4
$1.19M Buy
+38,788
New +$1.54M 0.35% 31

Other funds holding LNC

Kula Investments's LNC Position: Q1 2023 in Review

Kula Investments increased its Lincoln National (LNC) stake by 50% in Q1 2023, buying an estimated $581K and bringing the position to 58,318 shares worth $1.31M. The position accounts for 0.32% of the portfolio, ranked #61.

Kula Investments first reported a position in LNC in Q4 2022 and has held it in 2 quarters since. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Kula Investments held 58,318 shares of Lincoln National worth $1.31M as of Q1 2023.
  • Kula Investments bought 19,530 Lincoln National shares in Q1 2023, an estimated $581K.
  • Lincoln National made up 0.32% of Kula Investments's portfolio in Q1 2023, its #61 holding.
  • Kula Investments first reported a position in Lincoln National in Q4 2022 and has held it in 2 quarters since.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.