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Delphia (USA)’s Lincoln National LNC Stock Holding History

Delphia (USA)’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
Q3 		– Sell
-28,999
Closed -$747K – 95
2023
Q2 		$747K Buy
28,999
+11,116
+62% +$244K 1.18% 6
2023
Q1 		$402K Buy
17,883
+10,485
+142% +$312K 0.49% 69
2022
Q4 		$227K Buy
+7,398
New +$294K 0.26% 171

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Delphia (USA)'s LNC Position: Q3 2023 in Review

Delphia (USA) sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 28,999 shares — an estimated $747K sold.

Delphia (USA) first reported a position in LNC in Q4 2022 and held it in 3 quarters. The position peaked at $747K in Q2 2023. 476 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

  • Delphia (USA) reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
  • Delphia (USA) sold 28,999 Lincoln National shares in Q3 2023, an estimated $747K.
  • Delphia (USA) first reported a position in Lincoln National in Q4 2022 and held it in 3 quarters.
  • Delphia (USA)'s Lincoln National position peaked at $747K in Q2 2023.
  • 476 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Delphia (USA)'s 13F filing for Q3 2023, filed 15 Nov 2023.