TWM
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Thrive Wealth Management’s Lincoln National LNC Stock Holding History

Thrive Wealth 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
Q3 		– Sell
-19,318
Closed -$498K – 179
2023
Q2 		$498K Hold
19,318
– – 0.13% 96
2023
Q1 		$434K Sell
19,318
-29,157
-60% -$867K 0.11% 107
2022
Q4 		$1.49M Buy
48,475
+191
+0.4% +$7.58K 0.43% 30
2022
Q3 		$2.12M Sell
48,284
-761
-2% -$36.6K 0.74% 21
2022
Q2 		$2.29M Hold
49,045
– – 0.8% 20
2022
Q1 		$3.21M Sell
49,045
-2,706
-5% -$185K 0.95% 17
2021
Q4 		$3.53M Buy
+51,751
New +$3.65M 1.21% 9

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Thrive Wealth Management's LNC Position: Q3 2023 in Review

Thrive Wealth Management sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 19,318 shares — an estimated $498K sold.

Thrive Wealth Management first reported a position in LNC in Q4 2021 and held it in 7 quarters. The position peaked at $3.53M in Q4 2021. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

  • Thrive Wealth Management reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
  • Thrive Wealth Management sold 19,318 Lincoln National shares in Q3 2023, an estimated $498K.
  • Thrive Wealth Management first reported a position in Lincoln National in Q4 2021 and held it in 7 quarters.
  • Thrive Wealth Management's Lincoln National position peaked at $3.53M in Q4 2021.
  • 475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Thrive Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.