The Family Firm’s Lincoln National LNC Stock Holding History

The Family Firm’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	-192	Closed	-$5.99K	–	574
2024 Q2	$5.99K	Buy	+192	New	+$5.81K	﹤0.01%	726

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

The Family Firm's LNC Position: Q3 2024 in Review

The Family Firm sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 192 shares — an estimated $5.99K sold.

The Family Firm first reported a position in LNC in Q2 2024 and held it in 1 quarter. The position peaked at $5.99K in Q2 2024. 531 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

The Family Firm reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 192 Lincoln National shares in Q3 2024, an estimated $5.99K.
The Family Firm first reported a position in Lincoln National in Q2 2024 and held it in 1 quarter.
The Family Firm's Lincoln National position peaked at $5.99K in Q2 2024.
531 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.