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Arden Trust’s Lincoln National LNC Stock Holding History

Arden Trust’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
Q2 		$524K Buy
16,846
+510
+3% +$15.4K 0.07% 136
2024
Q1 		$522K Buy
16,336
+1,645
+11% +$45.4K 0.07% 143
2023
Q4 		$396K Buy
14,691
+2,023
+16% +$48.6K 0.06% 165
2023
Q3 		$313K Buy
12,668
+562
+5% +$14.7K 0.05% 182
2023
Q2 		$312K Buy
+12,106
New +$266K 0.05% 193
2016
Q3 		– Sell
-41,219
Closed -$1.6K – 429
2016
Q2 		$1.6K Sell
41,219
-853
-2% -$36.2K 0.12% 175
2016
Q1 		$1.65M Buy
42,072
+239
+0.6% +$9.33K 0.13% 168
2015
Q4 		$2.1M Buy
41,833
+101
+0.2% +$5.29K 0.18% 134
2015
Q3 		$1.98M Buy
+41,732
New +$2.24M 0.16% 150
2015
Q2 		– Sell
-3,486
Closed -$200 – 433
2015
Q1 		$200 Buy
+3,486
New +$195K 0.03% 403

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Arden Trust's LNC Position: Q2 2024 in Review

Arden Trust increased its Lincoln National (LNC) stake by 3.1% in Q2 2024, buying an estimated $15.4K and bringing the position to 16,846 shares worth $524K. The position accounts for 0.07% of the portfolio, ranked #136.

Arden Trust first reported a position in LNC in Q1 2015 and has held it in 10 quarters since. The position peaked at $2.1M in Q4 2015. 534 funds tracked by Wall St. Rank hold LNC as of Q2 2024.

  • Arden Trust held 16,846 shares of Lincoln National worth $524K as of Q2 2024.
  • Arden Trust bought 510 Lincoln National shares in Q2 2024, an estimated $15.4K.
  • Lincoln National made up 0.07% of Arden Trust's portfolio in Q2 2024, its #136 holding.
  • Arden Trust first reported a position in Lincoln National in Q1 2015 and has held it in 10 quarters since.
  • Arden Trust's Lincoln National position peaked at $2.1M in Q4 2015.
  • 534 funds tracked by Wall St. Rank held Lincoln National as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.