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Wedbush Securities’s Lincoln National LNC Stock Holding History

Wedbush Securities’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
2024
Q1 		– Sell
-9,078
Closed -$245K – 1258
2023
Q4 		$245K Sell
9,078
-2,031
-18% -$48.8K 0.01% 866
2023
Q3 		$274K Sell
11,109
-2,385
-18% -$62.4K 0.01% 769
2023
Q2 		$348K Sell
13,494
-1,925
-12% -$42.3K 0.02% 687
2023
Q1 		$346K Buy
15,419
+8,320
+117% +$247K 0.02% 694
2022
Q4 		$218K Buy
7,099
+1,746
+33% +$69.3K 0.01% 868
2022
Q3 		$235K Sell
5,353
-8
-0.1% -$385 0.01% 822
2022
Q2 		$251K Sell
5,361
-26
-0.5% -$1.48K 0.01% 822
2022
Q1 		$352K Buy
5,387
+200
+4% +$13.7K 0.02% 735
2021
Q4 		$354K Sell
5,187
-292
-5% -$20.6K 0.02% 794
2021
Q3 		$377K Buy
5,479
+174
+3% +$11.4K 0.02% 745
2021
Q2 		$333K Sell
5,305
-200
-4% -$13.2K 0.02% 815
2021
Q1 		$343K Buy
+5,505
New +$304K 0.02% 749
2019
Q3 		– Sell
-3,377
Closed -$218K – 1009
2019
Q2 		$218K Sell
3,377
-61
-2% -$3.9K 0.02% 781
2019
Q1 		$202K Buy
+3,438
New +$204K 0.02% 772
2018
Q4 		– Sell
-3,486
Closed -$236K – 889
2018
Q3 		$236K Buy
3,486
+106
+3% +$7K 0.03% 693
2018
Q2 		$210K Sell
3,380
-1,398
-29% -$95.7K 0.03% 715
2018
Q1 		$349K Sell
4,778
-7,344
-61% -$576K 0.05% 479
2017
Q4 		$932K Sell
12,122
-274
-2% -$20.7K 0.11% 217
2017
Q3 		$911K Sell
12,396
-209
-2% -$14.7K 0.12% 199
2017
Q2 		$852K Sell
12,605
-17
-0.1% -$1.12K 0.11% 233
2017
Q1 		$826K Buy
12,622
+614
+5% +$42K 0.11% 221
2016
Q4 		$796K Buy
12,008
+188
+2% +$10.9K 0.12% 218
2016
Q3 		$555K Buy
11,820
+1,758
+17% +$78.7K 0.08% 288
2016
Q2 		$390K Buy
10,062
+2,367
+31% +$100K 0.06% 357
2016
Q1 		$302K Buy
+7,695
New +$300K 0.05% 426

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wedbush Securities's LNC Position: Q1 2024 in Review

Wedbush Securities sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 9,078 shares — an estimated $245K sold.

Wedbush Securities first reported a position in LNC in Q1 2016 and held it in 25 quarters. The position peaked at $932K in Q4 2017. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Wedbush Securities reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Wedbush Securities sold 9,078 Lincoln National shares in Q1 2024, an estimated $245K.
  • Wedbush Securities first reported a position in Lincoln National in Q1 2016 and held it in 25 quarters.
  • Wedbush Securities's Lincoln National position peaked at $932K in Q4 2017.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Wedbush Securities's 13F filing for Q1 2024, filed 15 May 2024.