TD Ameritrade Investment Management’s Lincoln National LNC Stock Holding History

TD Ameritrade Investment Management’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 Q1	–	Sell	-35	Closed	-$1K	–	608
2022 Q4	$1K	Hold	35	–	–	﹤0.01%	554
2022 Q3	$2K	Hold	35	–	–	﹤0.01%	513
2022 Q2	$2K	Sell	35 -204	-85%	-$11.6K	﹤0.01%	548
2022 Q1	$16K	Hold	239	–	–	﹤0.01%	444
2021 Q4	$16K	Buy	+239	New	+$16.9K	﹤0.01%	438
2019 Q4	–	Sell	-1,300	Closed	-$78K	–	641
2019 Q3	$78K	Buy	1,300 +1,298	+64,900%	+$77.6K	﹤0.01%	234
2019 Q2	$0	Hold	2	–	–	﹤0.01%	665
2019 Q1	$0	Hold	2	–	–	﹤0.01%	603
2018 Q4	$0	Hold	2	–	–	﹤0.01%	601
2018 Q3	$0	Hold	2	–	–	﹤0.01%	580
2018 Q2	$0	Buy	+2	New	+$137	﹤0.01%	470

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TD Ameritrade Investment Management's LNC Position: Q1 2023 in Review

TD Ameritrade Investment Management sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 35 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in LNC in Q2 2018 and held it in 11 quarters. The position peaked at $78K in Q3 2019. 491 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

TD Ameritrade Investment Management reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 35 Lincoln National shares in Q1 2023, an estimated $1K.
TD Ameritrade Investment Management first reported a position in Lincoln National in Q2 2018 and held it in 11 quarters.
TD Ameritrade Investment Management's Lincoln National position peaked at $78K in Q3 2019.
491 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2023, filed 15 May 2023.