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Washington Trust Advisors’s Lincoln National LNC Stock Holding History

Washington Trust 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
2023
Q1 		– Sell
-57
Closed -$1.75K – 787
2022
Q4 		$1.75K Hold
57
– – ﹤0.01% 734
2022
Q3 		$3K Buy
57
+5
+10% +$241 ﹤0.01% 806
2022
Q2 		$2K Sell
52
-32
-38% -$1.82K ﹤0.01% 883
2022
Q1 		$5K Hold
84
– – ﹤0.01% 820
2021
Q4 		$6K Buy
+84
New +$5.93K ﹤0.01% 823

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Washington Trust Advisors's LNC Position: Q1 2023 in Review

Washington Trust Advisors sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 57 shares — an estimated $1.75K sold.

Washington Trust Advisors first reported a position in LNC in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Washington Trust Advisors reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Washington Trust Advisors sold 57 Lincoln National shares in Q1 2023, an estimated $1.75K.
  • Washington Trust Advisors first reported a position in Lincoln National in Q4 2021 and held it in 5 quarters.
  • Washington Trust Advisors's Lincoln National position peaked at $6K in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Washington Trust Advisors's 13F filing for Q1 2023, filed 4 May 2023.