SignalPoint Asset Management’s Lincoln National LNC Stock Holding History

SignalPoint Asset Management’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	-34,900	Closed	-$952K	–	250
2023 Q4	$952K	Buy	34,900 +6,512	+23%	+$157K	0.28%	73
2023 Q3	$753K	Buy	28,388 +771	+3%	+$20.2K	0.24%	86
2023 Q2	$742K	Buy	27,617 +8,289	+43%	+$182K	0.23%	88
2023 Q1	$493K	Buy	+19,328	New	+$575K	0.16%	127

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SignalPoint Asset Management's LNC Position: Q1 2024 in Review

SignalPoint Asset Management sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 34,900 shares — an estimated $952K sold.

SignalPoint Asset Management first reported a position in LNC in Q1 2023 and held it in 4 quarters. The position peaked at $952K in Q4 2023. 504 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

SignalPoint Asset Management reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
SignalPoint Asset Management sold 34,900 Lincoln National shares in Q1 2024, an estimated $952K.
SignalPoint Asset Management first reported a position in Lincoln National in Q1 2023 and held it in 4 quarters.
SignalPoint Asset Management's Lincoln National position peaked at $952K in Q4 2023.
504 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on SignalPoint Asset Management's 13F filing for Q1 2024, filed 11 Apr 2024.