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Achmea Investment Management’s Lincoln National LNC Stock Holding History

Achmea Investment Management’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
2022
Q4 		– Sell
-468
Closed -$21K – 650
2022
Q3 		$21K Hold
468
– – ﹤0.01% 604
2022
Q2 		$22K Hold
468
– – ﹤0.01% 593
2022
Q1 		$30K Buy
+468
New +$32K ﹤0.01% 594
2021
Q4 		– Sell
-468
Closed -$32K – 381
2021
Q3 		$32K Buy
+468
New +$30.6K ﹤0.01% 555
2020
Q1 		– Sell
-2,676
Closed -$158K – 422
2019
Q4 		$158K Sell
2,676
-26,858
-91% -$1.58M 0.01% 521
2019
Q3 		$1.78M Hold
29,534
– – 0.07% 271
2019
Q2 		$1.9M Buy
29,534
+2,676
+10% +$171K 0.07% 282
2019
Q1 		$1.58M Hold
26,858
– – 0.07% 276
2018
Q4 		$1.38M Hold
26,858
– – 0.06% 283
2018
Q3 		$1.82M Sell
26,858
-2,919
-10% -$193K 0.07% 290
2018
Q2 		$1.85M Sell
29,777
-12,537
-30% -$858K 0.06% 284
2018
Q1 		$3.09M Hold
42,314
– – 0.1% 228
2017
Q4 		$3.25M Buy
42,314
+31,013
+274% +$2.35M 0.11% 230
2017
Q3 		$828K Hold
11,301
– – 0.05% 349
2017
Q2 		$761K Sell
11,301
-17,327
-61% -$1.15M 0.05% 357
2017
Q1 		$1.87M Buy
+28,628
New +$1.96M 0.09% 283

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Achmea Investment Management's LNC Position: Q4 2022 in Review

Achmea Investment Management sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 468 shares — an estimated $21K sold.

Achmea Investment Management first reported a position in LNC in Q1 2017 and held it in 16 quarters. The position peaked at $3.25M in Q4 2017. 575 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Achmea Investment Management reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Achmea Investment Management sold 468 Lincoln National shares in Q4 2022, an estimated $21K.
  • Achmea Investment Management first reported a position in Lincoln National in Q1 2017 and held it in 16 quarters.
  • Achmea Investment Management's Lincoln National position peaked at $3.25M in Q4 2017.
  • 575 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Achmea Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.