Systematic Portfolios’s Lincoln National LNC Stock Holding History

Systematic Portfolios’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	-8,867	Closed	-$276K	–	27
2024 Q2	$276K	Buy	+8,867	New	+$268K	1.92%	12

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Systematic Portfolios's LNC Position: Q3 2024 in Review

Systematic Portfolios sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 8,867 shares — an estimated $276K sold.

Systematic Portfolios first reported a position in LNC in Q2 2024 and held it in 1 quarter. The position peaked at $276K in Q2 2024. 531 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

Systematic Portfolios reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
Systematic Portfolios sold 8,867 Lincoln National shares in Q3 2024, an estimated $276K.
Systematic Portfolios first reported a position in Lincoln National in Q2 2024 and held it in 1 quarter.
Systematic Portfolios's Lincoln National position peaked at $276K in Q2 2024.
531 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Systematic Portfolios's 13F filing for Q3 2024.