Moran Wealth Management’s Lincoln National LNC Stock Holding History

Moran 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
2024 Q4	–	Sell	-83,734	Closed	-$2.64M	–	439
2024 Q3	$2.64M	Buy	+83,734	New	+$2.61M	0.08%	239

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Moran Wealth Management's LNC Position: Q4 2024 in Review

Moran Wealth Management sold out of Lincoln National (LNC) in Q4 2024, closing a stake of 83,734 shares — an estimated $2.64M sold.

Moran Wealth Management first reported a position in LNC in Q3 2024 and held it in 1 quarter. The position peaked at $2.64M in Q3 2024. 556 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

Moran Wealth Management reported no remaining Lincoln National position as of Q4 2024 after selling out during the quarter.
Moran Wealth Management sold 83,734 Lincoln National shares in Q4 2024, an estimated $2.64M.
Moran Wealth Management first reported a position in Lincoln National in Q3 2024 and held it in 1 quarter.
Moran Wealth Management's Lincoln National position peaked at $2.64M in Q3 2024.
556 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.