Wealthfront Advisers
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Wealthfront Advisers’s Lincoln National LNC Stock Holding History

Wealthfront Advisers’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
-20,883
Closed -$642K – 815
2022
Q4 		$642K Sell
20,883
-12,730
-38% -$505K ﹤0.01% 589
2022
Q3 		$1.48M Sell
33,613
-1,632
-5% -$78.6K 0.01% 426
2022
Q2 		$1.65M Sell
35,245
-5,649
-14% -$322K 0.01% 414
2022
Q1 		$2.67M Sell
40,894
-1,809
-4% -$124K 0.01% 336
2021
Q4 		$2.92M Sell
42,703
-734
-2% -$51.8K 0.01% 309
2021
Q3 		$2.99M Sell
43,437
-2,211
-5% -$144K 0.01% 254
2021
Q2 		$2.87M Sell
45,648
-1,769
-4% -$117K 0.01% 235
2021
Q1 		$2.95M Buy
47,417
+5,368
+13% +$297K 0.02% 184
2020
Q4 		$2.12M Buy
42,049
+3,906
+10% +$166K 0.01% 214
2020
Q3 		$1.2M Sell
38,143
-726
-2% -$25.9K 0.01% 289
2020
Q2 		$1.43M Sell
38,869
-21,363
-35% -$752K 0.01% 239
2020
Q1 		$1.58M Buy
60,232
+37,481
+165% +$1.78M 0.01% 177
2019
Q4 		$1.34M Sell
22,751
-10,451
-31% -$615K 0.01% 265
2019
Q3 		$2M Buy
33,202
+14,664
+79% +$877K 0.02% 169
2019
Q2 		$1.2M Buy
18,538
+1,767
+11% +$113K 0.01% 241
2019
Q1 		$984K Sell
16,771
-3,601
-18% -$213K 0.01% 262
2018
Q4 		$1.04M Buy
+20,372
New +$1.24M 0.01% 235

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

Wealthfront Advisers's LNC Position: Q1 2023 in Review

Wealthfront Advisers sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 20,883 shares — an estimated $642K sold.

Wealthfront Advisers first reported a position in LNC in Q4 2018 and held it in 17 quarters. The position peaked at $2.99M in Q3 2021. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Wealthfront Advisers reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Wealthfront Advisers sold 20,883 Lincoln National shares in Q1 2023, an estimated $642K.
  • Wealthfront Advisers first reported a position in Lincoln National in Q4 2018 and held it in 17 quarters.
  • Wealthfront Advisers's Lincoln National position peaked at $2.99M in Q3 2021.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Wealthfront Advisers's 13F filing for Q1 2023, filed 28 Apr 2023.