Laidlaw Wealth Management’s Lincoln National LNC Stock Holding History

Laidlaw 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
2023 Q4	–	Sell	-10,580	Closed	-$261K	–	259
2023 Q3	$261K	Buy	+10,580	New	+$277K	0.09%	217

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laidlaw Wealth Management's LNC Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 10,580 shares — an estimated $261K sold.

Laidlaw Wealth Management first reported a position in LNC in Q3 2023 and held it in 1 quarter. The position peaked at $261K in Q3 2023. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

Laidlaw Wealth Management reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 10,580 Lincoln National shares in Q4 2023, an estimated $261K.
Laidlaw Wealth Management first reported a position in Lincoln National in Q3 2023 and held it in 1 quarter.
Laidlaw Wealth Management's Lincoln National position peaked at $261K in Q3 2023.
506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.