Sutton Wealth Advisors’s Lincoln National LNC Stock Holding History

Sutton Wealth 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 Q3	$6.12K	Sell	248 -77	-24%	-$2.01K	﹤0.01%	553
2023 Q2	$8.37K	Buy	325 +17	+6%	+$373	﹤0.01%	488
2023 Q1	$6.92K	Buy	308 +200	+185%	+$5.95K	﹤0.01%	482
2022 Q4	$3.32K	Buy	108 +12	+13%	+$476	﹤0.01%	1151
2022 Q3	$4.21K	Hold	96	–	–	﹤0.01%	1099
2022 Q2	$4.49K	Sell	96 -8	-8%	-$456	﹤0.01%	1077
2022 Q1	$6.8K	Buy	104 +12	+13%	+$820	﹤0.01%	1041
2021 Q4	$6.28K	Hold	92	–	–	﹤0.01%	1037
2021 Q3	$6.33K	Hold	92	–	–	﹤0.01%	1020
2021 Q2	$5.78K	Hold	92	–	–	﹤0.01%	1025
2021 Q1	$5.73K	Buy	92 +17	+23%	+$940	﹤0.01%	994
2020 Q4	$3.77K	Hold	75	–	–	﹤0.01%	1021
2020 Q3	$2.35K	Hold	75	–	–	﹤0.01%	1057
2020 Q2	$2.76K	Sell	75 -85	-53%	-$2.99K	﹤0.01%	1017
2020 Q1	$4.21K	Buy	160 +60	+60%	+$2.85K	﹤0.01%	876
2019 Q4	$5.9K	Hold	100	–	–	﹤0.01%	921
2019 Q3	$6.03K	Sell	100 -36	-26%	-$2.15K	﹤0.01%	910
2019 Q2	$8.77K	Buy	136 +13	+11%	+$831	0.01%	808
2019 Q1	$7.22K	Buy	123 +23	+23%	+$1.36K	﹤0.01%	862
2018 Q4	$5.13K	Sell	100 -6	-6%	-$365	﹤0.01%	885
2018 Q3	$7.17K	Hold	106	–	–	﹤0.01%	845
2018 Q2	$6.6K	Hold	106	–	–	﹤0.01%	892
2018 Q1	$7.74K	Hold	106	–	–	0.01%	872
2017 Q4	$8.15K	Hold	106	–	–	0.01%	829
2017 Q3	$7.79K	Hold	106	–	–	0.01%	811
2017 Q2	$7.16K	Buy	106 +6	+6%	+$397	0.01%	817
2017 Q1	$6.54K	Hold	100	–	–	0.01%	809
2016 Q4	$6.63K	Hold	100	–	–	0.01%	791
2016 Q3	$4.7K	Buy	100 +21	+27%	+$940	﹤0.01%	826
2016 Q2	$3.06K	Hold	79	–	–	﹤0.01%	858
2016 Q1	$3.1K	Buy	+79	New	+$3.08K	﹤0.01%	840

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's LNC Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Lincoln National (LNC) stake by 24% in Q3 2023, selling an estimated $2.01K and leaving 248 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Sutton Wealth Advisors first reported a position in LNC in Q1 2016 and has held it in 31 quarters since. The position peaked at $8.77K in Q2 2019. 476 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

Sutton Wealth Advisors held 248 shares of Lincoln National worth $6.12K as of Q3 2023.
Sutton Wealth Advisors sold 77 Lincoln National shares in Q3 2023, an estimated $2.01K.
Lincoln National made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #553 holding.
Sutton Wealth Advisors first reported a position in Lincoln National in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Lincoln National position peaked at $8.77K in Q2 2019.
476 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.