Desjardins Global Asset Management’s Lincoln National LNC Stock Holding History

Desjardins Global 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
2023 Q3	–	Sell	-491	Closed	-$12.6K	–	705
2023 Q2	$12.6K	Sell	491 -470	-49%	-$10.3K	﹤0.01%	608
2023 Q1	$22K	Buy	961 +446	+87%	+$13.3K	﹤0.01%	564
2022 Q4	$15K	Buy	515 +15	+3%	+$596	﹤0.01%	473
2022 Q3	$21K	Hold	500	–	–	﹤0.01%	457
2022 Q2	$23K	Sell	500 -87	-15%	-$4.96K	﹤0.01%	459
2022 Q1	$38K	Sell	587 -36	-6%	-$2.46K	﹤0.01%	436
2021 Q4	$42K	Buy	+623	New	+$43.9K	﹤0.01%	441

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Desjardins Global Asset Management's LNC Position: Q3 2023 in Review

Desjardins Global Asset Management sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 491 shares — an estimated $12.6K sold.

Desjardins Global Asset Management first reported a position in LNC in Q4 2021 and held it in 7 quarters. The position peaked at $42K in Q4 2021. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

Desjardins Global Asset Management reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
Desjardins Global Asset Management sold 491 Lincoln National shares in Q3 2023, an estimated $12.6K.
Desjardins Global Asset Management first reported a position in Lincoln National in Q4 2021 and held it in 7 quarters.
Desjardins Global Asset Management's Lincoln National position peaked at $42K in Q4 2021.
475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Desjardins Global Asset Management's 13F filing for Q3 2023, filed 8 Nov 2023.