LNC
SWAV

Lincoln National Corp’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Lincoln National Corp’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,095
Closed -$357K – 1193
2024
Q1 		$357K Sell
1,095
-302
-22% -$74.1K 0.01% 878
2023
Q4 		$266K Buy
1,397
+123
+10% +$23.2K ﹤0.01% 929
2023
Q3 		$254K Buy
1,274
+103
+9% +$24.4K 0.01% 866
2023
Q2 		$334K Sell
1,171
-6
-0.5% -$1.67K 0.01% 754
2023
Q1 		$255K Sell
1,177
-173
-13% -$33.7K 0.01% 834
2022
Q4 		$278K Buy
1,350
+201
+17% +$50.8K 0.01% 745
2022
Q3 		$319K Buy
1,149
+60
+6% +$15.3K 0.01% 632
2022
Q2 		$208K Buy
1,089
+67
+7% +$11.8K ﹤0.01% 796
2022
Q1 		$211K Buy
+1,022
New +$168K ﹤0.01% 849
2021
Q4 		– Sell
-988
Closed -$203K – 930
2021
Q3 		$203K Buy
+988
New +$194K ﹤0.01% 819

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lincoln National Corp's SWAV Position: Q2 2024 in Review

Lincoln National Corp sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 1,095 shares — an estimated $357K sold.

Lincoln National Corp first reported a position in SWAV in Q3 2021 and held it in 10 quarters. The position peaked at $357K in Q1 2024. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Lincoln National Corp reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,095 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $357K.
  • Lincoln National Corp first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2021 and held it in 10 quarters.
  • Lincoln National Corp's Shockwave Medical, Inc. Common Stock position peaked at $357K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.