Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
APG Asset Management
Amsterdam, Netherlands
$31.6B AUM
19.33%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close