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Pinnacle Associates’s Lincoln National LNC Stock Holding History

Pinnacle Associates’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
-20,115
Closed -$618K – 790
2022
Q4 		$618K Sell
20,115
-417
-2% -$16.6K 0.01% 474
2022
Q3 		$902K Sell
20,532
-2,076
-9% -$100K 0.02% 414
2022
Q2 		$1.06M Buy
22,608
+1,643
+8% +$93.7K 0.02% 399
2022
Q1 		$1.37M Sell
20,965
-25
-0.1% -$1.71K 0.02% 398
2021
Q4 		$1.43M Buy
20,990
+500
+2% +$35.3K 0.02% 392
2021
Q3 		$1.41M Hold
20,490
– – 0.03% 391
2021
Q2 		$1.29M Sell
20,490
-2,050
-9% -$135K 0.02% 396
2021
Q1 		$1.4M Sell
22,540
-1,160
-5% -$64.1K 0.03% 371
2020
Q4 		$1.19M Sell
23,700
-915
-4% -$38.9K 0.02% 375
2020
Q3 		$771K Buy
24,615
+7,470
+44% +$267K 0.02% 419
2020
Q2 		$631K Sell
17,145
-11,700
-41% -$412K 0.02% 450
2020
Q1 		$759K Buy
28,845
+15,450
+115% +$733K 0.02% 384
2019
Q4 		$790K Buy
13,395
+8,000
+148% +$471K 0.02% 457
2019
Q3 		$325K Buy
5,395
+1,025
+23% +$61.3K 0.01% 594
2019
Q2 		$282K Buy
4,370
+1
+0% +$64 0.01% 609
2019
Q1 		$256K Buy
4,369
+251
+6% +$14.9K 0.01% 624
2018
Q4 		$211K Buy
4,118
+976
+31% +$59.3K 0.01% 636
2018
Q3 		$213K Buy
+3,142
New +$207K ﹤0.01% 669

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pinnacle Associates's LNC Position: Q1 2023 in Review

Pinnacle Associates sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 20,115 shares — an estimated $618K sold.

Pinnacle Associates first reported a position in LNC in Q3 2018 and held it in 18 quarters. The position peaked at $1.43M in Q4 2021. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Pinnacle Associates reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Associates sold 20,115 Lincoln National shares in Q1 2023, an estimated $618K.
  • Pinnacle Associates first reported a position in Lincoln National in Q3 2018 and held it in 18 quarters.
  • Pinnacle Associates's Lincoln National position peaked at $1.43M in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Pinnacle Associates's 13F filing for Q1 2023, filed 5 May 2023.