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Turtle Creek Wealth Advisors’s Lincoln National LNC Stock Holding History

Turtle Creek Wealth 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
2024
Q1 		– Sell
-328
Closed -$8.85K – 539
2023
Q4 		$8.85K Buy
+328
New +$7.89K ﹤0.01% 562

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Turtle Creek Wealth Advisors's LNC Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 328 shares — an estimated $8.85K sold.

Turtle Creek Wealth Advisors first reported a position in LNC in Q4 2023 and held it in 1 quarter. The position peaked at $8.85K in Q4 2023. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 328 Lincoln National shares in Q1 2024, an estimated $8.85K.
  • Turtle Creek Wealth Advisors first reported a position in Lincoln National in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Lincoln National position peaked at $8.85K in Q4 2023.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.