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SVB Wealth’s Lincoln National LNC Stock Holding History

SVB Wealth’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
-8,573
Closed -$212K – 920
2023
Q3 		$212K Buy
+8,573
New +$224K ﹤0.01% 725
2023
Q1 		– Sell
-10,402
Closed -$320K – 1057
2022
Q4 		$320K Buy
10,402
+3,897
+60% +$155K ﹤0.01% 723
2022
Q3 		$286K Buy
6,505
+1,848
+40% +$89K ﹤0.01% 716
2022
Q2 		$218K Buy
4,657
+31
+0.7% +$1.77K ﹤0.01% 656
2022
Q1 		$303K Buy
4,626
+307
+7% +$21K ﹤0.01% 584
2021
Q4 		$295K Sell
4,319
-19,028
-82% -$1.34M ﹤0.01% 587
2021
Q3 		$1.6M Buy
23,347
+4,095
+21% +$268K 0.02% 297
2021
Q2 		$1.21M Buy
19,252
+3,729
+24% +$246K 0.02% 352
2021
Q1 		$966K Buy
15,523
+6,187
+66% +$342K 0.01% 356
2020
Q4 		$470K Buy
+9,336
New +$397K 0.01% 491

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SVB Wealth's LNC Position: Q4 2023 in Review

SVB Wealth sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 8,573 shares — an estimated $212K sold.

SVB Wealth first reported a position in LNC in Q4 2020 and held it in 10 quarters. The position peaked at $1.6M in Q3 2021. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

  • SVB Wealth reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
  • SVB Wealth sold 8,573 Lincoln National shares in Q4 2023, an estimated $212K.
  • SVB Wealth first reported a position in Lincoln National in Q4 2020 and held it in 10 quarters.
  • SVB Wealth's Lincoln National position peaked at $1.6M in Q3 2021.
  • 506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on SVB Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.