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	-8,900	Closed	-$612K	–	4607
2021 Q3	$612K	Sell	8,900 -13,700	-61%	-$895K	﹤0.01%	3678
2021 Q2	$1.41M	Buy	+22,600	New	+$1.49M	﹤0.01%	3129
2020 Q1	–	Sell	-25,000	Closed	-$1.48M	–	4145
2019 Q4	$1.48M	Buy	+25,000	New	+$1.47M	﹤0.01%	2853
2019 Q3	–	Sell	-10,100	Closed	-$651K	–	4189
2019 Q2	$651K	Buy	+10,100	New	+$645K	﹤0.01%	3239
2019 Q1	–	Sell	-202,100	Closed	-$10.4M	–	4081
2018 Q4	$10.4M	Buy	+202,100	New	+$12.3M	0.01%	1130

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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.