HENNESSY ADVISORS INC LNC Holdings History

Number of Shares
1.40 Mil
Current Holdings Value*
$48.51 Mil
% of Portfolio
1.62%
Total Estimate Gain
$2.70 Mil
% of Total Estimate Gain
4.30%

HENNESSY ADVISORS INC's Lincoln National Corp Holding Summary

As of 2025-06-30, HENNESSY ADVISORS INC held 1.40 Mil shares of Lincoln National Corp(LNC), totaling $48.51 Mil. This investment constitutes 1.62% of their stock portfolio, and HENNESSY ADVISORS INC now holds 0.82% of the outstanding Lincoln National Corp(LNC) stock.

The initial trade took place in 2016Q1. And since then HENNESSY ADVISORS INC has made 3 purchases of LNC, at an average price of $34.60, for a total of 1.81 Mil shares. In addition, there have been 7 sales at an average price of $41.50 for 411,500.00 shares. Based on historical transaction data and LNC's current price of $34.50, HENNESSY ADVISORS INC's estimated gain on his LNC holdings is $2.70 Mil, reflecting a 4.30% gain to date.

HENNESSY ADVISORS INC LNC ($34.50) Holding Chart

HENNESSY ADVISORS INC LNC ($34.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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