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Duality Advisers’s Lincoln National LNC Stock Holding History

Duality Advisers’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 		– Sell
-30,204
Closed -$815K – 679
2023
Q4 		$815K Buy
+30,204
New +$726K 0.09% 346
2023
Q1 		– Sell
-69,702
Closed -$2.14M – 676
2022
Q4 		$2.14M Buy
+69,702
New +$2.77M 0.24% 137
2022
Q3 		– Sell
-39,746
Closed -$1.86M – 655
2022
Q2 		$1.86M Buy
39,746
+6,536
+20% +$373K 0.18% 212
2022
Q1 		$2.17M Buy
33,210
+23,563
+244% +$1.61M 0.23% 143
2021
Q4 		$659K Buy
+9,647
New +$681K 0.07% 368
2021
Q3 		– Sell
-31,118
Closed -$1.96M – 635
2021
Q2 		$1.96M Buy
31,118
+16,206
+109% +$1.07M 0.17% 207
2021
Q1 		$929K Sell
14,912
-3,125
-17% -$173K 0.08% 358
2020
Q4 		$907K Buy
+18,037
New +$767K 0.07% 361
2020
Q3 		– Sell
-11,998
Closed -$441K – 621
2020
Q2 		$441K Buy
+11,998
New +$422K 0.04% 320
2019
Q4 		– Sell
-8,320
Closed -$502K – 411
2019
Q3 		$502K Sell
8,320
-15,010
-64% -$898K 0.03% 296
2019
Q2 		$1.5M Sell
23,330
-330
-1% -$21.1K 0.13% 165
2019
Q1 		$1.39M Buy
+23,660
New +$1.4M 0.08% 173

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Duality Advisers's LNC Position: Q1 2024 in Review

Duality Advisers sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 30,204 shares — an estimated $815K sold.

Duality Advisers first reported a position in LNC in Q1 2019 and held it in 12 quarters. The position peaked at $2.17M in Q1 2022. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Duality Advisers reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 30,204 Lincoln National shares in Q1 2024, an estimated $815K.
  • Duality Advisers first reported a position in Lincoln National in Q1 2019 and held it in 12 quarters.
  • Duality Advisers's Lincoln National position peaked at $2.17M in Q1 2022.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.