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Cubic Asset Management’s Lincoln National LNC Stock Holding History

Cubic Asset Management’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
Q1 		$3.31M Buy
+103,735
New +$2.87M 0.78% 37

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

Cubic Asset Management's LNC Position: Q1 2024 in Review

Cubic Asset Management opened a new position in Lincoln National (LNC) in Q1 2024: 103,735 shares worth $3.31M. The stake represents 0.78% of the portfolio and ranks #37 among its holdings.

504 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Cubic Asset Management held 103,735 shares of Lincoln National worth $3.31M as of Q1 2024.
  • Lincoln National was a new Cubic Asset Management position in Q1 2024.
  • Lincoln National made up 0.78% of Cubic Asset Management's portfolio in Q1 2024, its #37 holding.
  • 504 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Cubic Asset Management's 13F filing for Q1 2024, filed 24 Apr 2024.