RIA Advisory Group’s Lincoln National LNC Stock Holding History

RIA Advisory 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
2024 Q1	–	Sell	-848	Closed	-$494K	–	172
2023 Q4	$494K	Buy	+848	New	+$20.4K	0.21%	60

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RIA Advisory Group's LNC Position: Q1 2024 in Review

RIA Advisory Group sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 848 shares — an estimated $494K sold.

RIA Advisory Group first reported a position in LNC in Q4 2023 and held it in 1 quarter. The position peaked at $494K in Q4 2023. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

RIA Advisory Group reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
RIA Advisory Group sold 848 Lincoln National shares in Q1 2024, an estimated $494K.
RIA Advisory Group first reported a position in Lincoln National in Q4 2023 and held it in 1 quarter.
RIA Advisory Group's Lincoln National position peaked at $494K in Q4 2023.
505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.