Wintrust Investments’s Lincoln National LNC Stock Holding History

Wintrust Investments’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 Q4	$26K	Sell	823 -2,405	-75%	-$80.2K	0.02%	350
2024 Q3	$101K	Sell	3,228 -19,457	-86%	-$607K	0.07%	210
2024 Q2	$706K	Buy	22,685 +2,450	+12%	+$74.1K	0.06%	242
2024 Q1	$646K	Buy	+20,235	New	+$559K	0.06%	247
2023 Q3	–	Sell	-10,300	Closed	-$265K	–	424
2023 Q2	$265K	Buy	+10,300	New	+$226K	0.03%	356
2022 Q4	–	Sell	-14,020	Closed	-$616K	–	395
2022 Q3	$616K	Buy	14,020 +1,350	+11%	+$65K	0.08%	198
2022 Q2	$593K	Buy	12,670 +8,970	+242%	+$512K	0.07%	209
2022 Q1	$242K	Sell	3,700 -500	-12%	-$34.2K	0.02%	356
2021 Q4	$287K	Buy	+4,200	New	+$296K	0.03%	344

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wintrust Investments's LNC Position: Q4 2024 in Review

Wintrust Investments reduced its Lincoln National (LNC) stake by 75% in Q4 2024, selling an estimated $80.2K and leaving 823 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #350.

Wintrust Investments first reported a position in LNC in Q4 2021 and has held it in 9 quarters since. The position peaked at $706K in Q2 2024. 559 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

Wintrust Investments held 823 shares of Lincoln National worth $26K as of Q4 2024.
Wintrust Investments sold 2,405 Lincoln National shares in Q4 2024, an estimated $80.2K.
Lincoln National made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #350 holding.
Wintrust Investments first reported a position in Lincoln National in Q4 2021 and has held it in 9 quarters since.
Wintrust Investments's Lincoln National position peaked at $706K in Q2 2024.
559 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.