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Matthew Hamilton Rosenberg’s Lincoln National LNC Stock Holding History

Matthew Hamilton Rosenberg’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
Q1 		– Sell
-54
Closed -$1.46K – 898
2023
Q4 		$1.46K Hold
54
– – ﹤0.01% 771
2023
Q3 		$1.33K Hold
54
– – ﹤0.01% 770
2023
Q2 		$1.39K Buy
54
+1
+2% +$22 ﹤0.01% 770
2023
Q1 		$1.19K Hold
53
– – ﹤0.01% 818
2022
Q4 		$1.63K Hold
53
– – ﹤0.01% 790
2022
Q3 		$2K Hold
53
– – ﹤0.01% 773
2022
Q2 		$3K Buy
+53
New +$3.02K ﹤0.01% 731

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Matthew Hamilton Rosenberg's LNC Position: Q1 2024 in Review

Matthew Hamilton Rosenberg sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 54 shares — an estimated $1.46K sold.

Matthew Hamilton Rosenberg first reported a position in LNC in Q2 2022 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Matthew Hamilton Rosenberg reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 54 Lincoln National shares in Q1 2024, an estimated $1.46K.
  • Matthew Hamilton Rosenberg first reported a position in Lincoln National in Q2 2022 and held it in 7 quarters.
  • Matthew Hamilton Rosenberg's Lincoln National position peaked at $3K in Q2 2022.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2024, filed 22 Apr 2024.