Rebalance’s Lincoln National LNC Stock Holding History

Rebalance’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	-640	Closed	-$19.7K	–	103
2022 Q4	$19.7K	Buy	+640	New	+$25.4K	﹤0.01%	119

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Rebalance's LNC Position: Q1 2023 in Review

Rebalance sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 640 shares — an estimated $19.7K sold.

Rebalance first reported a position in LNC in Q4 2022 and held it in 1 quarter. The position peaked at $19.7K in Q4 2022. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

Rebalance reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
Rebalance sold 640 Lincoln National shares in Q1 2023, an estimated $19.7K.
Rebalance first reported a position in Lincoln National in Q4 2022 and held it in 1 quarter.
Rebalance's Lincoln National position peaked at $19.7K in Q4 2022.
490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.