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Wambolt & Associates’s Lincoln National LNC Stock Holding History

Wambolt & Associates’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
Q1 		– Sell
-14,021
Closed -$431K – 269
2022
Q4 		$431K Sell
14,021
-926
-6% -$36.8K 0.17% 169
2022
Q3 		$656K Sell
14,947
-157
-1% -$7.56K 0.28% 122
2022
Q2 		$706K Sell
15,104
-322
-2% -$18.4K 0.28% 118
2022
Q1 		$1.01M Sell
15,426
-1,295
-8% -$88.5K 0.37% 98
2021
Q4 		$1.14M Sell
16,721
-2,169
-11% -$153K 0.41% 89
2021
Q3 		$1.33M Sell
18,890
-36
-0.2% -$2.35K 0.53% 67
2021
Q2 		$1.22M Sell
18,926
-625
-3% -$41.3K 0.52% 67
2021
Q1 		$1.23M Buy
19,551
+5
+0% +$276 0.64% 53
2020
Q4 		$983K Buy
19,546
+1,257
+7% +$53.4K 0.59% 60
2020
Q3 		$573K Buy
18,289
+930
+5% +$33.2K 0.43% 84
2020
Q2 		$639K Buy
+17,359
New +$611K 0.5% 67

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wambolt & Associates's LNC Position: Q1 2023 in Review

Wambolt & Associates sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 14,021 shares — an estimated $431K sold.

Wambolt & Associates first reported a position in LNC in Q2 2020 and held it in 11 quarters. The position peaked at $1.33M in Q3 2021. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Wambolt & Associates reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Wambolt & Associates sold 14,021 Lincoln National shares in Q1 2023, an estimated $431K.
  • Wambolt & Associates first reported a position in Lincoln National in Q2 2020 and held it in 11 quarters.
  • Wambolt & Associates's Lincoln National position peaked at $1.33M in Q3 2021.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Wambolt & Associates's 13F filing for Q1 2023, filed 8 May 2023.