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Triad Financial Advisors’s Lincoln National LNC Stock Holding History

Triad Financial Advisors’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
2022
Q4 		– Sell
-4,589
Closed -$202K – 112
2022
Q3 		$202K Buy
4,589
+12
+0.3% +$578 0.11% 101
2022
Q2 		$214K Buy
4,577
+2
+0% +$114 0.12% 97
2022
Q1 		$299K Buy
4,575
+27
+0.6% +$1.84K 0.16% 77
2021
Q4 		$310K Buy
+4,548
New +$321K 0.18% 79

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Financial Advisors's LNC Position: Q4 2022 in Review

Triad Financial Advisors sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 4,589 shares — an estimated $202K sold.

Triad Financial Advisors first reported a position in LNC in Q4 2021 and held it in 4 quarters. The position peaked at $310K in Q4 2021. 575 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Triad Financial Advisors reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Triad Financial Advisors sold 4,589 Lincoln National shares in Q4 2022, an estimated $202K.
  • Triad Financial Advisors first reported a position in Lincoln National in Q4 2021 and held it in 4 quarters.
  • Triad Financial Advisors's Lincoln National position peaked at $310K in Q4 2021.
  • 575 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Triad Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.