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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
2022
Q2 		– Sell
-1,806
Closed -$118K – 809
2022
Q1 		$118K Sell
1,806
-34
-2% -$2.32K 0.03% 174
2021
Q4 		$126K Sell
1,840
-194
-10% -$13.7K 0.03% 170
2021
Q3 		$140K Buy
2,034
+8
+0.4% +$523 0.04% 157
2021
Q2 		$127K Buy
+2,026
New +$134K 0.03% 162

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.