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WealthPLAN Partners’s Lincoln National LNC Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-62
Closed -$1.6K – 770
2023
Q2 		$1.6K Sell
62
-500
-89% -$11K ﹤0.01% 1103
2023
Q1 		$12.6K Buy
+562
New +$16.7K ﹤0.01% 810
2016
Q3 		– Sell
-600
Closed -$3.9K – 1028
2016
Q2 		$3.9K Buy
+600
New +$25.4K ﹤0.01% 2065
2015
Q4 		$5.22K Buy
+3,976
New +$208K ﹤0.01% 1324
2015
Q2 		$89K Buy
1,500
+1,400
+1,400% +$82K 0.04% 136
2015
Q1 		$6K Buy
+100
New +$5.58K ﹤0.01% 413

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return