CWM
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CIBC World Markets’s Lincoln National LNC Stock Holding History

CIBC World Markets’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
Q3 		– Sell
-31,468
Closed -$811K – 626
2023
Q2 		$811K Buy
31,468
+11,240
+56% +$247K 0.01% 562
2023
Q1 		$455K Sell
20,228
-30,637
-60% -$911K 0.01% 597
2022
Q4 		$1.56M Buy
50,865
+25,284
+99% +$1M 0.01% 544
2022
Q3 		$1.12M Sell
25,581
-10,815
-30% -$521K 0.02% 345
2022
Q2 		$1.7M Sell
36,396
-2,684
-7% -$153K 0.02% 437
2022
Q1 		$2.55M Buy
39,080
+2,476
+7% +$169K 0.02% 369
2021
Q4 		$2.5M Sell
36,604
-10,063
-22% -$710K 0.01% 367
2021
Q3 		$3.21M Buy
46,667
+1,083
+2% +$70.7K 0.02% 360
2021
Q2 		$2.86M Sell
45,584
-6,140
-12% -$405K 0.02% 366
2021
Q1 		$3.22M Sell
51,724
-396,685
-88% -$21.9M 0.02% 363
2020
Q4 		$22.6M Buy
448,409
+384,603
+603% +$16.4M 0.11% 138
2020
Q3 		$2M Buy
63,806
+2,531
+4% +$90.3K 0.02% 420
2020
Q2 		$2.25M Buy
61,275
+6,303
+11% +$222K 0.02% 379
2020
Q1 		$1.45M Buy
54,972
+31,522
+134% +$1.5M 0.02% 391
2019
Q4 		$1.38M Buy
23,450
+650
+3% +$38.3K 0.01% 648
2019
Q3 		$1.38M Sell
22,800
-12,363
-35% -$739K 0.01% 571
2019
Q2 		$2.27M Buy
35,163
+8,110
+30% +$518K 0.02% 559
2019
Q1 		$1.59M Sell
27,053
-2,769
-9% -$164K 0.01% 535
2018
Q4 		$1.53M Buy
29,822
+1,266
+4% +$77K 0.01% 502
2018
Q3 		$1.93M Sell
28,556
-2,338
-8% -$154K 0.02% 544
2018
Q2 		$1.92M Buy
30,894
+2,601
+9% +$178K 0.02% 579
2018
Q1 		$2.07M Sell
28,293
-95,974
-77% -$7.53M 0.02% 487
2017
Q4 		$9.55M Buy
124,267
+11,997
+11% +$908K 0.07% 222
2017
Q3 		$8.25M Buy
112,270
+80,569
+254% +$5.68M 0.08% 201
2017
Q2 		$2.14M Buy
31,701
+8,176
+35% +$541K 0.02% 450
2017
Q1 		$1.54M Buy
23,525
+7,886
+50% +$539K 0.01% 427
2016
Q4 		$1.04M Buy
+15,639
New +$910K 0.01% 397

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIBC World Markets's LNC Position: Q3 2023 in Review

CIBC World Markets sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 31,468 shares — an estimated $811K sold.

CIBC World Markets first reported a position in LNC in Q4 2016 and held it in 27 quarters. The position peaked at $22.6M in Q4 2020. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

  • CIBC World Markets reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
  • CIBC World Markets sold 31,468 Lincoln National shares in Q3 2023, an estimated $811K.
  • CIBC World Markets first reported a position in Lincoln National in Q4 2016 and held it in 27 quarters.
  • CIBC World Markets's Lincoln National position peaked at $22.6M in Q4 2020.
  • 475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on CIBC World Markets's 13F filing for Q3 2023, filed 13 Nov 2023.