M&R Capital Management’s Lincoln National LNC Stock Holding History

M&R Capital 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
2024 Q3	$19.6K	Buy	622 +67	+12%	+$2.09K	﹤0.01%	312
2024 Q2	$17.3K	Sell	555 -12	-2%	-$363	﹤0.01%	309
2024 Q1	$18.1K	Buy	567 +7	+1%	+$193	﹤0.01%	306
2023 Q4	$15.1K	Buy	560 +10	+2%	+$240	﹤0.01%	356
2023 Q3	$13.6K	Buy	550 +140	+34%	+$3.66K	﹤0.01%	353
2023 Q2	$10.6K	Buy	410 +23	+6%	+$505	﹤0.01%	377
2023 Q1	$8.7K	Buy	+387	New	+$11.5K	﹤0.01%	393
2019 Q3	–	Sell	-600	Closed	-$38K	–	500
2019 Q2	$38K	Hold	600	–	–	0.01%	302
2019 Q1	$39K	Hold	600	–	–	0.01%	304
2018 Q4	$30K	Hold	600	–	–	0.01%	316
2018 Q3	$40K	Hold	600	–	–	0.01%	310
2018 Q2	$37K	Hold	600	–	–	0.01%	317
2018 Q1	$43K	Hold	600	–	–	0.01%	311
2017 Q4	$46K	Hold	600	–	–	0.01%	310
2017 Q3	$44K	Hold	600	–	–	0.01%	316
2017 Q2	$42K	Hold	600	–	–	0.01%	318
2017 Q1	$39K	Hold	600	–	–	0.01%	325
2016 Q4	$39K	Hold	600	–	–	0.01%	314
2016 Q3	$28K	Hold	600	–	–	0.01%	338
2016 Q2	$23K	Buy	+600	New	+$25.4K	0.01%	352

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

M&R Capital Management's LNC Position: Q3 2024 in Review

M&R Capital Management increased its Lincoln National (LNC) stake by 12% in Q3 2024, buying an estimated $2.09K and bringing the position to 622 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

M&R Capital Management first reported a position in LNC in Q2 2016 and has held it in 20 quarters since. The position peaked at $46K in Q4 2017. 531 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

M&R Capital Management held 622 shares of Lincoln National worth $19.6K as of Q3 2024.
M&R Capital Management bought 67 Lincoln National shares in Q3 2024, an estimated $2.09K.
Lincoln National made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #312 holding.
M&R Capital Management first reported a position in Lincoln National in Q2 2016 and has held it in 20 quarters since.
M&R Capital Management's Lincoln National position peaked at $46K in Q4 2017.
531 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.