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Surevest’s Lincoln National LNC Stock Holding History

Surevest’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
Q3 		$15K Hold
350
– – ﹤0.01% 260
2022
Q2 		$16K Hold
350
– – ﹤0.01% 280
2022
Q1 		$23K Hold
350
– – 0.01% 232
2021
Q4 		$24K Buy
+350
New +$24.7K 0.01% 231

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Surevest's LNC Position: Q3 2022 in Review

Surevest held its Lincoln National (LNC) position steady in Q3 2022 at 350 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Surevest first reported a position in LNC in Q4 2021 and has held it in 4 quarters since. The position peaked at $24K in Q4 2021. 617 funds tracked by Wall St. Rank hold LNC as of Q3 2022.

  • Surevest held 350 shares of Lincoln National worth $15K as of Q3 2022.
  • Surevest left its Lincoln National share count unchanged in Q3 2022.
  • Lincoln National made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #260 holding.
  • Surevest first reported a position in Lincoln National in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Lincoln National position peaked at $24K in Q4 2021.
  • 617 funds tracked by Wall St. Rank held Lincoln National as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.