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Cutler Group’s Lincoln National LNC Stock Holding History

Cutler Group’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 		$163K Sell
5,132
-6,863
-57% -$190K 0.05% 326
2023
Q4 		$323K Sell
11,995
-38,656
-76% -$929K 0.03% 556
2023
Q3 		$1.25M Buy
50,651
+42,039
+488% +$1.1M 0.13% 186
2023
Q2 		$221K Buy
8,612
+3,134
+57% +$68.8K 0.03% 574
2023
Q1 		$123K Buy
5,478
+4,076
+291% +$121K 0.01% 891
2022
Q4 		$43K Buy
1,402
+1,352
+2,704% +$53.7K ﹤0.01% 1667
2022
Q3 		$2K Sell
50
-200
-80% -$9.63K ﹤0.01% 4237
2022
Q2 		$11K Buy
+250
New +$14.3K ﹤0.01% 3124
2022
Q1 		– Sell
-2,003
Closed -$137K – 5724
2021
Q4 		$136K Sell
2,003
-7,155
-78% -$505K 0.01% 1616
2021
Q3 		$629K Buy
9,158
+2,913
+47% +$190K 0.03% 671
2021
Q2 		$392K Sell
6,245
-17,074
-73% -$1.13M 0.02% 881
2021
Q1 		$1.45M Buy
23,319
+14,044
+151% +$776K 0.07% 308
2020
Q4 		$466K Buy
9,275
+8,339
+891% +$355K 0.02% 664
2020
Q3 		$29K Buy
+936
New +$33.4K ﹤0.01% 2181
2019
Q1 		– Sell
-9,700
Closed -$497K – 4436
2018
Q4 		$497K Buy
+9,700
New +$590K 0.05% 337
2017
Q2 		– Sell
-2,164
Closed -$143K – 6736
2017
Q1 		$141K Buy
+2,164
New +$148K 0.01% 1453
2016
Q3 		– Sell
-1,468
Closed -$65.7K – 7067
2016
Q2 		$56K Buy
+1,468
New +$62.3K ﹤0.01% 2237
2016
Q1 		– Sell
-304
Closed -$15K – 6855
2015
Q4 		$15K Buy
+304
New +$15.9K ﹤0.01% 3699

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cutler Group's LNC Position: Q1 2024 in Review

Cutler Group reduced its Lincoln National (LNC) stake by 57% in Q1 2024, selling an estimated $190K and leaving 5,132 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #326.

Cutler Group first reported a position in LNC in Q4 2015 and has held it in 18 quarters since. The position peaked at $1.45M in Q1 2021. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Cutler Group held 5,132 shares of Lincoln National worth $163K as of Q1 2024.
  • Cutler Group sold 6,863 Lincoln National shares in Q1 2024, an estimated $190K.
  • Lincoln National made up 0.05% of Cutler Group's portfolio in Q1 2024, its #326 holding.
  • Cutler Group first reported a position in Lincoln National in Q4 2015 and has held it in 18 quarters since.
  • Cutler Group's Lincoln National position peaked at $1.45M in Q1 2021.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.