MWM
LNC icon

Meridian Wealth Management’s Lincoln National LNC Stock Holding History

Meridian 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
2022
Q3 		– Sell
-89,233
Closed -$4.17M – 539
2022
Q2 		$4.17M Buy
+89,233
New +$5.09M 0.34% 72

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Meridian Wealth Management's LNC Position: Q3 2022 in Review

Meridian Wealth Management sold out of Lincoln National (LNC) in Q3 2022, closing a stake of 89,233 shares — an estimated $4.17M sold.

Meridian Wealth Management first reported a position in LNC in Q2 2022 and held it in 1 quarter. The position peaked at $4.17M in Q2 2022. 617 funds tracked by Wall St. Rank hold LNC as of Q3 2022.

  • Meridian Wealth Management reported no remaining Lincoln National position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 89,233 Lincoln National shares in Q3 2022, an estimated $4.17M.
  • Meridian Wealth Management first reported a position in Lincoln National in Q2 2022 and held it in 1 quarter.
  • Meridian Wealth Management's Lincoln National position peaked at $4.17M in Q2 2022.
  • 617 funds tracked by Wall St. Rank held Lincoln National as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.