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Voisard Asset Management Group’s Lincoln National LNC Stock Holding History

Voisard Asset Management Group’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
Q4 		– Sell
-16
Closed -$505 – 410
2024
Q3 		$505 Buy
+16
New +$499 ﹤0.01% 585

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Voisard Asset Management Group's LNC Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Lincoln National (LNC) in Q4 2024, closing a stake of 16 shares — an estimated $505 sold.

Voisard Asset Management Group first reported a position in LNC in Q3 2024 and held it in 1 quarter. The position peaked at $505 in Q3 2024. 556 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Lincoln National position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 16 Lincoln National shares in Q4 2024, an estimated $505.
  • Voisard Asset Management Group first reported a position in Lincoln National in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Lincoln National position peaked at $505 in Q3 2024.
  • 556 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.