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Essex Investment Management’s Lincoln National LNC Stock Holding History

Essex Investment 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
2022
Q4 		– Sell
-11,361
Closed -$499K – 416
2022
Q3 		$499K Hold
11,361
– – 0.08% 242
2022
Q2 		$531K Sell
11,361
-474
-4% -$27K 0.09% 246
2022
Q1 		$774K Buy
+11,835
New +$809K 0.1% 242

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Investment Management's LNC Position: Q4 2022 in Review

Essex Investment Management sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 11,361 shares — an estimated $499K sold.

Essex Investment Management first reported a position in LNC in Q1 2022 and held it in 3 quarters. The position peaked at $774K in Q1 2022. 576 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Essex Investment Management reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Essex Investment Management sold 11,361 Lincoln National shares in Q4 2022, an estimated $499K.
  • Essex Investment Management first reported a position in Lincoln National in Q1 2022 and held it in 3 quarters.
  • Essex Investment Management's Lincoln National position peaked at $774K in Q1 2022.
  • 576 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Essex Investment Management's 13F filing for Q4 2022, filed 3 Feb 2023.