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SteelPeak Wealth’s Lincoln National LNC Stock Holding History

SteelPeak Wealth’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
Q2 		– Sell
-8,911
Closed -$285K – 578
2024
Q1 		$285K Buy
8,911
+329
+4% +$9.09K 0.01% 373
2023
Q4 		$231K Sell
8,582
-584
-6% -$14K 0.01% 369
2023
Q3 		$226K Sell
9,166
-1,448
-14% -$37.9K 0.01% 367
2023
Q2 		$273K Buy
+10,614
New +$233K 0.02% 342

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SteelPeak Wealth's LNC Position: Q2 2024 in Review

SteelPeak Wealth sold out of Lincoln National (LNC) in Q2 2024, closing a stake of 8,911 shares — an estimated $285K sold.

SteelPeak Wealth first reported a position in LNC in Q2 2023 and held it in 4 quarters. The position peaked at $285K in Q1 2024. 535 funds tracked by Wall St. Rank hold LNC as of Q2 2024.

  • SteelPeak Wealth reported no remaining Lincoln National position as of Q2 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 8,911 Lincoln National shares in Q2 2024, an estimated $285K.
  • SteelPeak Wealth first reported a position in Lincoln National in Q2 2023 and held it in 4 quarters.
  • SteelPeak Wealth's Lincoln National position peaked at $285K in Q1 2024.
  • 535 funds tracked by Wall St. Rank held Lincoln National as of Q2 2024.

Based on SteelPeak Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.