Stonebridge Capital Advisors’s Lincoln National LNC Stock Holding History

Stonebridge Capital 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 Q4	–	Sell	-100	Closed	-$2.47K	–	551
2023 Q3	$2.47K	Buy	+100	New	+$2.62K	﹤0.01%	788
2021 Q2	–	Sell	-678	Closed	-$42K	–	962
2021 Q1	$42K	Buy	+678	New	+$37.5K	0.01%	370
2020 Q3	–	Sell	-678	Closed	-$25K	–	472
2020 Q2	$25K	Hold	678	–	–	﹤0.01%	368
2020 Q1	$18K	Hold	678	–	–	﹤0.01%	402
2019 Q4	$40K	Hold	678	–	–	0.01%	351
2019 Q3	$41K	Hold	678	–	–	0.01%	348
2019 Q2	$44K	Buy	+678	New	+$43.3K	0.01%	339

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stonebridge Capital Advisors's LNC Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 100 shares — an estimated $2.47K sold.

Stonebridge Capital Advisors first reported a position in LNC in Q2 2019 and held it in 7 quarters. The position peaked at $44K in Q2 2019. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 100 Lincoln National shares in Q4 2023, an estimated $2.47K.
Stonebridge Capital Advisors first reported a position in Lincoln National in Q2 2019 and held it in 7 quarters.
Stonebridge Capital Advisors's Lincoln National position peaked at $44K in Q2 2019.
506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.