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Red Tortoise LLC’s Lincoln National LNC Stock Holding History

Red Tortoise LLC’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
Q4 		– Sell
-167
Closed -$4.12K – 566
2023
Q3 		$4.12K Hold
167
– – ﹤0.01% 309
2023
Q2 		$4.3K Buy
+167
New +$3.67K ﹤0.01% 314
2021
Q4 		– Sell
-154
Closed -$7K – 322
2021
Q3 		$7K Buy
+154
New +$10.1K 0.01% 245

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Red Tortoise LLC's LNC Position: Q4 2023 in Review

Red Tortoise LLC sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 167 shares — an estimated $4.12K sold.

Red Tortoise LLC first reported a position in LNC in Q3 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

  • Red Tortoise LLC reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
  • Red Tortoise LLC sold 167 Lincoln National shares in Q4 2023, an estimated $4.12K.
  • Red Tortoise LLC first reported a position in Lincoln National in Q3 2021 and held it in 3 quarters.
  • Red Tortoise LLC's Lincoln National position peaked at $7K in Q3 2021.
  • 506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on Red Tortoise LLC's 13F filing for Q4 2023, filed 31 Jan 2024.