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Sweet Financial Partners’s Lincoln National LNC Stock Holding History

Sweet Financial Partners’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
Q3 		$321K Hold
10,200
– – 0.07% 160
2024
Q2 		$317K Hold
10,200
– – 0.07% 156
2024
Q1 		$326K Hold
10,200
– – 0.08% 154
2023
Q4 		$275K Buy
+10,200
New +$245K 0.07% 163

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sweet Financial Partners's LNC Position: Q3 2024 in Review

Sweet Financial Partners held its Lincoln National (LNC) position steady in Q3 2024 at 10,200 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #160.

Sweet Financial Partners first reported a position in LNC in Q4 2023 and has held it in 4 quarters since. The position peaked at $326K in Q1 2024. 531 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

  • Sweet Financial Partners held 10,200 shares of Lincoln National worth $321K as of Q3 2024.
  • Sweet Financial Partners left its Lincoln National share count unchanged in Q3 2024.
  • Lincoln National made up 0.07% of Sweet Financial Partners's portfolio in Q3 2024, its #160 holding.
  • Sweet Financial Partners first reported a position in Lincoln National in Q4 2023 and has held it in 4 quarters since.
  • Sweet Financial Partners's Lincoln National position peaked at $326K in Q1 2024.
  • 531 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.