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Credit Suisse’s Lincoln National LNC Stock Holding History

Credit Suisse’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
2021
Q4 		– Sell
-8,800
Closed -$605K – 4606
2021
Q3 		$605K Buy
+8,800
New +$575K ﹤0.01% 3692
2020
Q2 		– Sell
-55,000
Closed -$1.45M – 4073
2020
Q1 		$1.45M Buy
+55,000
New +$2.61M ﹤0.01% 2357
2019
Q1 		– Sell
-624,000
Closed -$32M – 4080
2018
Q4 		$32M Buy
+624,000
New +$37.9M 0.03% 549

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Credit Suisse's LNC Position: Q1 2024 in Review

Credit Suisse reduced its Lincoln National (LNC) stake by 8.3% in Q1 2024, selling an estimated $1.02M and leaving 407,837 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #801.

Credit Suisse first reported a position in LNC in Q2 2013 and has held it in 44 quarters since. The position peaked at $81.3M in Q4 2016. 504 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Credit Suisse held 407,837 shares of Lincoln National worth $13M as of Q1 2024.
  • Credit Suisse sold 36,975 Lincoln National shares in Q1 2024, an estimated $1.02M.
  • Lincoln National made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #801 holding.
  • Credit Suisse first reported a position in Lincoln National in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Lincoln National position peaked at $81.3M in Q4 2016.
  • 504 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.