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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's LNC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 62 shares — an estimated $1.6K sold.

WealthPLAN Partners first reported a position in LNC in Q1 2015 and held it in 6 quarters. The position peaked at $89K in Q2 2015. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

WealthPLAN Partners reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 62 Lincoln National shares in Q3 2023, an estimated $1.6K.
WealthPLAN Partners first reported a position in Lincoln National in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Lincoln National position peaked at $89K in Q2 2015.
475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.