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Moisand Fitzgerald Tamayo’s Lincoln National LNC Stock Holding History

Moisand Fitzgerald Tamayo’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
Q1 		– Sell
-2,695
Closed -$82.8K – 801
2022
Q4 		$82.8K Buy
2,695
+57
+2% +$2.26K 0.02% 135
2022
Q3 		$116K Buy
2,638
+84
+3% +$4.04K 0.03% 114
2022
Q2 		$119K Buy
+2,554
New +$146K 0.03% 113

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Moisand Fitzgerald Tamayo's LNC Position: Q1 2023 in Review

Moisand Fitzgerald Tamayo sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 2,695 shares — an estimated $82.8K sold.

Moisand Fitzgerald Tamayo first reported a position in LNC in Q2 2022 and held it in 3 quarters. The position peaked at $119K in Q2 2022. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 2,695 Lincoln National shares in Q1 2023, an estimated $82.8K.
  • Moisand Fitzgerald Tamayo first reported a position in Lincoln National in Q2 2022 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's Lincoln National position peaked at $119K in Q2 2022.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2023, filed 5 May 2023.