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Raub Brock Capital Management’s Lincoln National LNC Stock Holding History

Raub Brock Capital 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
Q1 		– Sell
-12,500
Closed -$337K – 53
2023
Q4 		$337K Sell
12,500
-4,500
-26% -$108K 0.07% 53
2023
Q3 		$420K Hold
17,000
– – 0.08% 42
2023
Q2 		$438K Hold
17,000
– – 0.08% 42
2023
Q1 		$382K Buy
+17,000
New +$505K 0.07% 44

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raub Brock Capital Management's LNC Position: Q1 2024 in Review

Raub Brock Capital Management sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 12,500 shares — an estimated $337K sold.

Raub Brock Capital Management first reported a position in LNC in Q1 2023 and held it in 4 quarters. The position peaked at $438K in Q2 2023. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Raub Brock Capital Management reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Raub Brock Capital Management sold 12,500 Lincoln National shares in Q1 2024, an estimated $337K.
  • Raub Brock Capital Management first reported a position in Lincoln National in Q1 2023 and held it in 4 quarters.
  • Raub Brock Capital Management's Lincoln National position peaked at $438K in Q2 2023.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Raub Brock Capital Management's 13F filing for Q1 2024, filed 18 Apr 2024.