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Private Capital Management (Florida)’s Lincoln National LNC Stock Holding History

Private Capital Management (Florida)’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
-42,680
Closed -$1.31M – 135
2022
Q4 		$1.31M Buy
42,680
+37,200
+679% +$1.48M 0.18% 41
2022
Q3 		$241K Buy
+5,480
New +$264K 0.03% 126

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

Private Capital Management (Florida)'s LNC Position: Q1 2023 in Review

Private Capital Management (Florida) sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 42,680 shares — an estimated $1.31M sold.

Private Capital Management (Florida) first reported a position in LNC in Q3 2022 and held it in 2 quarters. The position peaked at $1.31M in Q4 2022. 491 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Private Capital Management (Florida) reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Private Capital Management (Florida) sold 42,680 Lincoln National shares in Q1 2023, an estimated $1.31M.
  • Private Capital Management (Florida) first reported a position in Lincoln National in Q3 2022 and held it in 2 quarters.
  • Private Capital Management (Florida)'s Lincoln National position peaked at $1.31M in Q4 2022.
  • 491 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Private Capital Management (Florida)'s 13F filing for Q1 2023, filed 15 May 2023.