CG
LNC icon

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 		$8K Sell
1,400
-17,300
-93% -$478K ﹤0.01% 1379
2023
Q4 		$18K Sell
18,700
-4,500
-19% -$108K ﹤0.01% 2035
2023
Q3 		$7K Sell
23,200
-74,000
-76% -$1.94M ﹤0.01% 2681
2023
Q2 		$63K Buy
97,200
+81,700
+527% +$1.79M 0.01% 1177
2023
Q1 		$16K Buy
15,500
+5,000
+48% +$149K ﹤0.01% 2042
2022
Q4 		$4K Buy
10,500
+9,700
+1,213% +$385K ﹤0.01% 3320
2022
Q3 		$2K Buy
800
+100
+14% +$4.82K ﹤0.01% 4236
2022
Q2 		$3K Sell
700
-9,300
-93% -$530K ﹤0.01% 4063
2022
Q1 		$4K Buy
+10,000
New +$683K ﹤0.01% 4290
2021
Q1 		– Sell
-900
Closed -$18K – 6001
2020
Q4 		$18K Buy
+900
New +$38.3K ﹤0.01% 2752
2020
Q3 		– Sell
-1,000
Closed -$2K – 5009
2020
Q2 		$2K Buy
+1,000
New +$35.2K ﹤0.01% 3782
2018
Q2 		– Sell
-1,500
Closed -$1K – 4571
2018
Q1 		$1K Sell
1,500
-1,900
-56% -$149K ﹤0.01% 4086
2017
Q4 		$14K Buy
3,400
+1,400
+70% +$106K ﹤0.01% 2866
2017
Q3 		$8K Sell
2,000
-100
-5% -$7.06K ﹤0.01% 3992
2017
Q2 		$5K Sell
2,100
-200
-9% -$13.2K ﹤0.01% 4842
2017
Q1 		$6K Sell
2,300
-3,500
-60% -$239K ﹤0.01% 4553
2016
Q4 		$104K Hold
5,800
– – ﹤0.01% 1873
2016
Q3 		$19K Buy
+5,800
New +$260K ﹤0.01% 3468

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.