DIP
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Davis Investment Partners’s Lincoln National LNC Stock Holding History

Davis Investment Partners’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
2023
Q1 		– Sell
-6,685
Closed -$232K – 114
2022
Q4 		$232K Buy
+6,685
New +$265K 0.12% 99

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Davis Investment Partners's LNC Position: Q1 2023 in Review

Davis Investment Partners sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 6,685 shares — an estimated $232K sold.

Davis Investment Partners first reported a position in LNC in Q4 2022 and held it in 1 quarter. The position peaked at $232K in Q4 2022. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Davis Investment Partners reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Davis Investment Partners sold 6,685 Lincoln National shares in Q1 2023, an estimated $232K.
  • Davis Investment Partners first reported a position in Lincoln National in Q4 2022 and held it in 1 quarter.
  • Davis Investment Partners's Lincoln National position peaked at $232K in Q4 2022.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Davis Investment Partners's 13F filing for Q1 2023, filed 14 Apr 2023.