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Raymond James & Associates’s Lincoln National LNC Stock Holding History

Raymond James & 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
-69,700
Closed -$224K – 3978
2022
Q4 		$224K Buy
+69,700
New +$2.77M ﹤0.01% 3385
2022
Q2 		– Sell
-27,400
Closed -$32K – 4138
2022
Q1 		$32K Buy
27,400
+7,800
+40% +$533K ﹤0.01% 3953
2021
Q4 		$34K Buy
+19,600
New +$1.38M ﹤0.01% 3988

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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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 $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James & Associates's LNC Position: Q3 2024 in Review

Raymond James & Associates increased its Lincoln National (LNC) stake by 2.6% in Q3 2024, buying an estimated $125K and bringing the position to 159,899 shares worth $5.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Raymond James & Associates first reported a position in LNC in Q2 2013 and has held it in 46 quarters since. The position peaked at $28.2M in Q2 2015. 531 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

  • Raymond James & Associates held 159,899 shares of Lincoln National worth $5.04M as of Q3 2024.
  • Raymond James & Associates bought 4,005 Lincoln National shares in Q3 2024, an estimated $125K.
  • Lincoln National made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1652 holding.
  • Raymond James & Associates first reported a position in Lincoln National in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's Lincoln National position peaked at $28.2M in Q2 2015.
  • 531 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.