RG
LNC icon

Retirement Group’s Lincoln National LNC Stock Holding History

Retirement Group’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
2022
Q3 		– Sell
-14
Closed -$1K – 676
2022
Q2 		$1K Hold
14
– – ﹤0.01% 691
2022
Q1 		$1K Hold
14
– – ﹤0.01% 692
2021
Q4 		$1K Hold
14
– – ﹤0.01% 667
2021
Q3 		$1K Hold
14
– – ﹤0.01% 582
2021
Q2 		$1K Hold
14
– – ﹤0.01% 622
2021
Q1 		$1K Hold
14
– – ﹤0.01% 689
2020
Q4 		$0 Hold
14
– – ﹤0.01% 704
2020
Q3 		$0 Hold
14
– – ﹤0.01% 694
2020
Q2 		$1K Buy
+14
New +$493 ﹤0.01% 604
2019
Q4 		$4K Buy
+59
New +$3.47K ﹤0.01% 474

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Retirement Group's LNC Position: Q3 2022 in Review

Retirement Group sold out of Lincoln National (LNC) in Q3 2022, closing a stake of 14 shares — an estimated $1K sold.

Retirement Group first reported a position in LNC in Q4 2019 and held it in 10 quarters. The position peaked at $4K in Q4 2019. 618 funds tracked by Wall St. Rank hold LNC as of Q3 2022.

  • Retirement Group reported no remaining Lincoln National position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 14 Lincoln National shares in Q3 2022, an estimated $1K.
  • Retirement Group first reported a position in Lincoln National in Q4 2019 and held it in 10 quarters.
  • Retirement Group's Lincoln National position peaked at $4K in Q4 2019.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.