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Money Concepts Capital’s Lincoln National LNC Stock Holding History

Money Concepts Capital’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
-13
Closed -$400 – 1864
2022
Q4 		$400 Buy
+13
New +$516 ﹤0.01% 3034
2022
Q1 		– Sell
-6,252
Closed -$427K – 2735
2021
Q4 		$427K Buy
+6,252
New +$441K 0.04% 340

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

Money Concepts Capital's LNC Position: Q1 2023 in Review

Money Concepts Capital sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 13 shares — an estimated $400 sold.

Money Concepts Capital first reported a position in LNC in Q4 2021 and held it in 2 quarters. The position peaked at $427K in Q4 2021. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Money Concepts Capital reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 13 Lincoln National shares in Q1 2023, an estimated $400.
  • Money Concepts Capital first reported a position in Lincoln National in Q4 2021 and held it in 2 quarters.
  • Money Concepts Capital's Lincoln National position peaked at $427K in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.