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Caxton Associates (New York)’s Lincoln National LNC Stock Holding History

Caxton Associates (New York)’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
Q4 		– Sell
-107,992
Closed -$3.4M – 591
2024
Q3 		$3.4M Hold
107,992
– – 0.13% 57
2024
Q2 		$3.36M Buy
107,992
+42,766
+66% +$1.29M 0.11% 93
2024
Q1 		$2.08M Buy
+65,226
New +$1.8M 0.12% 119
2023
Q1 		– Sell
-19,498
Closed -$599K – 573
2022
Q4 		$599K Buy
19,498
+11,005
+130% +$437K 0.04% 204
2022
Q3 		$373K Sell
8,493
-14,828
-64% -$714K 0.05% 290
2022
Q2 		$1.09M Buy
23,321
+4,719
+25% +$269K 0.11% 103
2022
Q1 		$1.22M Buy
18,602
+9,949
+115% +$680K 0.1% 84
2021
Q4 		$591K Sell
8,653
-77
-0.9% -$5.43K 0.06% 231
2021
Q3 		$600K Buy
8,730
+1,776
+26% +$116K 0.07% 174
2021
Q2 		$437K Buy
6,954
+34
+0.5% +$2.24K 0.05% 208
2021
Q1 		$431K Buy
+6,920
New +$382K 0.04% 189
2020
Q4 		– Sell
-14,878
Closed -$466K – 243
2020
Q3 		$466K Buy
14,878
+1,744
+13% +$62.3K 0.05% 122
2020
Q2 		$483K Sell
13,134
-4,995
-28% -$176K 0.04% 147
2020
Q1 		$477K Buy
18,129
+8,112
+81% +$385K 0.09% 170
2019
Q4 		$587K Sell
10,017
-4,272
-30% -$251K 0.08% 145
2019
Q3 		$856K Buy
14,289
+3,403
+31% +$204K 0.17% 56
2019
Q2 		$701K Sell
10,886
-164,114
-94% -$10.5M 0.08% 131
2019
Q1 		$10.3M Buy
+175,000
New +$10.4M 1.49% 13
2018
Q4 		– Sell
-75,472
Closed -$5.11M – 392
2018
Q3 		$5.11M Buy
+75,472
New +$4.98M 0.35% 71
2018
Q2 		– Sell
-5,734
Closed -$419K – 431
2018
Q1 		$419K Buy
+5,734
New +$450K 0.02% 275
2017
Q4 		– Sell
-6,100
Closed -$448K – 451
2017
Q3 		$448K Sell
6,100
-700
-10% -$49.4K 0.02% 373
2017
Q2 		$460K Buy
6,800
+1,400
+26% +$92.6K 0.02% 370
2017
Q1 		$353K Buy
+5,400
New +$369K ﹤0.01% 324

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caxton Associates (New York)'s LNC Position: Q4 2024 in Review

Caxton Associates (New York) sold out of Lincoln National (LNC) in Q4 2024, closing a stake of 107,992 shares — an estimated $3.4M sold.

Caxton Associates (New York) first reported a position in LNC in Q1 2017 and held it in 23 quarters. The position peaked at $10.3M in Q1 2019. 559 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

  • Caxton Associates (New York) reported no remaining Lincoln National position as of Q4 2024 after selling out during the quarter.
  • Caxton Associates (New York) sold 107,992 Lincoln National shares in Q4 2024, an estimated $3.4M.
  • Caxton Associates (New York) first reported a position in Lincoln National in Q1 2017 and held it in 23 quarters.
  • Caxton Associates (New York)'s Lincoln National position peaked at $10.3M in Q1 2019.
  • 559 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.