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San Luis Wealth Advisors’s Lincoln National LNC Stock Holding History

San Luis Wealth Advisors’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
Q3 		– Sell
-38,738
Closed -$998K – 118
2023
Q2 		$998K Buy
+38,738
New +$850K 0.35% 70

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

San Luis Wealth Advisors's LNC Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 38,738 shares — an estimated $998K sold.

San Luis Wealth Advisors first reported a position in LNC in Q2 2023 and held it in 1 quarter. The position peaked at $998K in Q2 2023. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

  • San Luis Wealth Advisors reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 38,738 Lincoln National shares in Q3 2023, an estimated $998K.
  • San Luis Wealth Advisors first reported a position in Lincoln National in Q2 2023 and held it in 1 quarter.
  • San Luis Wealth Advisors's Lincoln National position peaked at $998K in Q2 2023.
  • 475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.