Current Value of Holding

$1.34 Million

Shares

40.3 Thousand

% of Portfolio

0.01%

Average Buy Price

$31.4

Avg closing price
Price range

8 Chuck Royce Lincoln National Trades

Chuck Royce acquired 40.3 Thousand Lincoln National shares worth $1.34 Million. That's 0.01% of their equity portfolio (601st largest holding). The first Lincoln National trade was made in Q1 2013. Since then Chuck Royce bought shares four more times and sold shares on three occasions. The stake costed the investor $1.26 Million, netting the investor a gain of 6.4% so far.

Avg closing price
Price range
Increased shares by 8.0% (+2.99 Thousand shares) Q4 2024
Avg closing price $33.33
Price range $30.46 - $36.84
New holding (+37.3 Thousand shares) Q3 2024
Avg closing price $31.19
Price range $28.71 - $34.05
Sold -4 Thousand shares Q2 2014
Avg closing price $49.42
Price range $45.67 - $52.61
New holding (+4 Thousand shares) Q1 2014
Avg closing price $50.26
Price range $45.78 - $52.92
Sold -2 Thousand shares Q4 2013
Avg closing price $47.90
Price range $41.58 - $51.95
Sold 53.5% shares (-2.3 Thousand shares) Q3 2013
Avg closing price $42.13
Price range $36.98 - $45.14
Increased shares by 19.4% (+700 shares) Q2 2013
Avg closing price $34.10
Price range $30.86 - $36.47
New holding (+3.6 Thousand shares) Q1 2013
Avg closing price $29.97
Price range $27.34 - $33.47

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