Bollard Group’s Lincoln National LNC Stock Holding History

Bollard Group’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
2023 Q4	–	Sell	-132	Closed	-$3K	–	311
2023 Q3	$3K	Buy	132 +2	+2%	+$52	﹤0.01%	309
2023 Q2	$3K	Buy	+130	New	+$2.85K	﹤0.01%	478

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bollard Group's LNC Position: Q4 2023 in Review

Bollard Group sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 132 shares — an estimated $3K sold.

Bollard Group first reported a position in LNC in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

Bollard Group reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
Bollard Group sold 132 Lincoln National shares in Q4 2023, an estimated $3K.
Bollard Group first reported a position in Lincoln National in Q2 2023 and held it in 2 quarters.
Bollard Group's Lincoln National position peaked at $3K in Q3 2023.
506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.