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Sugarloaf Wealth Management’s Lincoln National LNC Stock Holding History

Sugarloaf Wealth 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
Q4 		$56.4K Buy
1,778
+11
+0.6% +$367 0.01% 284
2024
Q3 		$55.7K Sell
1,767
-657
-27% -$20.5K 0.01% 293
2024
Q2 		$75.4K Buy
2,424
+15
+0.6% +$454 0.02% 253
2024
Q1 		$76.9K Sell
2,409
-274
-10% -$7.57K 0.02% 250
2023
Q4 		$72.4K Sell
2,683
-76
-3% -$1.83K 0.02% 247
2023
Q3 		$68.1K Buy
2,759
+18
+0.7% +$471 0.02% 249
2023
Q2 		$70.6K Buy
2,741
+774
+39% +$17K 0.02% 244
2023
Q1 		$44.2K Buy
1,967
+14
+0.7% +$416 0.01% 308
2022
Q4 		$60K Sell
1,953
-2,179
-53% -$86.5K 0.02% 261
2022
Q3 		$182K Buy
4,132
+2,159
+109% +$104K 0.05% 131
2022
Q2 		$92K Buy
+1,973
New +$113K 0.02% 199
2021
Q2 		– Sell
-2,029
Closed -$134K – 777
2021
Q1 		$126 Sell
2,029
-387
-16% -$21.4K 0.04% 154
2020
Q4 		$122K Buy
2,416
+19
+0.8% +$808 0.04% 159
2020
Q3 		$75K Buy
2,397
+15
+0.6% +$535 0.03% 181
2020
Q2 		$88K Buy
2,382
+6
+0.3% +$211 0.03% 173
2020
Q1 		$63K Buy
2,376
+658
+38% +$31.2K 0.03% 196
2019
Q4 		$101K Buy
+1,718
New +$101K 0.04% 183

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's LNC Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Lincoln National (LNC) stake by 0.62% in Q4 2024, buying an estimated $367 and bringing the position to 1,778 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #284.

Sugarloaf Wealth Management first reported a position in LNC in Q4 2019 and has held it in 17 quarters since. The position peaked at $182K in Q3 2022. 556 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

  • Sugarloaf Wealth Management held 1,778 shares of Lincoln National worth $56.4K as of Q4 2024.
  • Sugarloaf Wealth Management bought 11 Lincoln National shares in Q4 2024, an estimated $367.
  • Lincoln National made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #284 holding.
  • Sugarloaf Wealth Management first reported a position in Lincoln National in Q4 2019 and has held it in 17 quarters since.
  • Sugarloaf Wealth Management's Lincoln National position peaked at $182K in Q3 2022.
  • 556 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.