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Park Avenue Securities’s Lincoln National LNC Stock Holding History

Park Avenue Securities’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
Q4 		– Sell
-5,709
Closed -$251K – 1209
2022
Q3 		$251K Buy
5,709
+58
+1% +$2.79K 0.01% 982
2022
Q2 		$264K Buy
5,651
+790
+16% +$45.1K 0.01% 971
2022
Q1 		$318K Buy
4,861
+624
+15% +$42.6K 0.01% 926
2021
Q4 		$289K Buy
4,237
+947
+29% +$66.8K 0.01% 929
2021
Q3 		$226K Buy
+3,290
New +$215K ﹤0.01% 957

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Park Avenue Securities's LNC Position: Q4 2022 in Review

Park Avenue Securities sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 5,709 shares — an estimated $251K sold.

Park Avenue Securities first reported a position in LNC in Q3 2021 and held it in 5 quarters. The position peaked at $318K in Q1 2022. 575 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Park Avenue Securities reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Park Avenue Securities sold 5,709 Lincoln National shares in Q4 2022, an estimated $251K.
  • Park Avenue Securities first reported a position in Lincoln National in Q3 2021 and held it in 5 quarters.
  • Park Avenue Securities's Lincoln National position peaked at $318K in Q1 2022.
  • 575 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Park Avenue Securities's 13F filing for Q4 2022, filed 24 Jan 2023.