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Symmetry Partners’s Lincoln National LNC Stock Holding History

Symmetry 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 		– Sell
-10,478
Closed -$326K – 326
2024
Q2 		$326K Buy
+10,478
New +$317K 0.02% 387
2022
Q2 		– Sell
-7,480
Closed -$489K – 566
2022
Q1 		$489K Sell
7,480
-6,160
-45% -$421K 0.03% 371
2021
Q4 		$931K Sell
13,640
-25,415
-65% -$1.79M 0.06% 228
2021
Q3 		$2.79M Buy
39,055
+23,343
+149% +$1.52M 0.18% 74
2021
Q2 		$987K Buy
15,712
+9,091
+137% +$600K 0.07% 232
2021
Q1 		$412K Buy
+6,621
New +$366K 0.03% 470
2020
Q1 		– Sell
-6,838
Closed -$404K – 322
2019
Q4 		$404K Sell
6,838
-2,454
-26% -$144K 0.08% 203
2019
Q3 		$560K Buy
+9,292
New +$556K 0.12% 138

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
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 40.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Symmetry Partners's LNC Position: Q3 2024 in Review

Symmetry Partners sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 10,478 shares — an estimated $326K sold.

Symmetry Partners first reported a position in LNC in Q3 2019 and held it in 8 quarters. The position peaked at $2.79M in Q3 2021. 531 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

  • Symmetry Partners reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 10,478 Lincoln National shares in Q3 2024, an estimated $326K.
  • Symmetry Partners first reported a position in Lincoln National in Q3 2019 and held it in 8 quarters.
  • Symmetry Partners's Lincoln National position peaked at $2.79M in Q3 2021.
  • 531 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.