SmallCap Account LNC Holdings History

Number of Shares
64,700.00
Current Holdings Value*
$2.32 Mil
% of Portfolio
1.54%
Total Estimate Gain
$333,315.00
% of Total Estimate Gain
17.04%

SmallCap Account's Lincoln National Corp Holding Summary

As of 2025-03-31, PRINCIPAL VARIABLE CONTRACTS FUNDS INC held 64,700.00 shares of Lincoln National Corp(LNC), totaling $2.32 Mil. This investment constitutes 1.54% of their stock portfolio, and PRINCIPAL VARIABLE CONTRACTS FUNDS INC now holds 0.04% of the outstanding Lincoln National Corp(LNC) stock.

The initial trade took place in 2023Q1. And since then SmallCap Account has made 3 purchases of LNC, at an average price of $29.46, for a total of 66,400.00 shares. In addition, there have been 2 sales at an average price of $34.47 for 1,700.00 shares. Based on historical transaction data and LNC's current price of $34.48, SmallCap Account's estimated gain on his LNC holdings is $333,315.00, reflecting a 17.04% gain to date.

SmallCap Account LNC ($34.48) Holding Chart

SmallCap Account LNC ($34.48) 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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