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Pathway Financial Advisers’s Lincoln National LNC Stock Holding History

Pathway Financial Advisers’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
Q3 		– Sell
-665
Closed -$20.7K – 432
2024
Q2 		$20.7K Sell
665
-750
-53% -$22.7K 0.01% 286
2024
Q1 		$45.2K Sell
1,415
-966
-41% -$26.7K 0.02% 236
2023
Q4 		$64.2K Sell
2,381
-1,078
-31% -$25.9K 0.02% 210
2023
Q3 		$85.4K Buy
+3,459
New +$90.5K 0.04% 196
2023
Q1 		$76.5K Buy
3,405
+2,301
+208% +$68.4K 0.03% 206
2022
Q4 		$33.9K Buy
+1,104
New +$43.8K 0.01% 278

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pathway Financial Advisers's LNC Position: Q3 2024 in Review

Pathway Financial Advisers sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 665 shares — an estimated $20.7K sold.

Pathway Financial Advisers first reported a position in LNC in Q4 2022 and held it in 6 quarters. The position peaked at $85.4K in Q3 2023. 531 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

  • Pathway Financial Advisers reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 665 Lincoln National shares in Q3 2024, an estimated $20.7K.
  • Pathway Financial Advisers first reported a position in Lincoln National in Q4 2022 and held it in 6 quarters.
  • Pathway Financial Advisers's Lincoln National position peaked at $85.4K in Q3 2023.
  • 531 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Pathway Financial Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.