Gifford Fong Associates’s Lincoln National LNC Stock Holding History

Gifford Fong Associates’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	-10,000	Closed	-$270K	–	133
2023 Q4	$270K	Hold	10,000	–	–	0.06%	126
2023 Q3	$247K	Hold	10,000	–	–	0.06%	128
2023 Q2	$258K	Hold	10,000	–	–	0.06%	127
2023 Q1	$225K	Hold	10,000	–	–	0.06%	127
2022 Q4	$307K	Hold	10,000	–	–	0.07%	124
2022 Q3	$439K	Hold	10,000	–	–	0.11%	110
2022 Q2	$468K	Hold	10,000	–	–	0.11%	111
2022 Q1	$654K	Hold	10,000	–	–	0.12%	106
2021 Q4	$683K	Hold	10,000	–	–	0.12%	104
2021 Q3	$688K	Hold	10,000	–	–	0.13%	100
2021 Q2	$628K	Hold	10,000	–	–	0.12%	103
2021 Q1	$623K	Hold	10,000	–	–	0.13%	102
2020 Q4	$503K	Hold	10,000	–	–	0.12%	107
2020 Q3	$313K	Hold	10,000	–	–	0.08%	108
2020 Q2	$368K	Hold	10,000	–	–	0.11%	105
2020 Q1	$263K	Hold	10,000	–	–	0.1%	105
2019 Q4	$590K	Hold	10,000	–	–	0.17%	89
2019 Q3	$603K	Hold	10,000	–	–	0.2%	88
2019 Q2	$645K	Hold	10,000	–	–	0.22%	85
2019 Q1	$587K	Hold	10,000	–	–	0.19%	88
2018 Q4	$513K	Hold	10,000	–	–	0.19%	88
2018 Q3	$677K	Hold	10,000	–	–	0.22%	87
2018 Q2	$623K	Hold	10,000	–	–	0.22%	84
2018 Q1	$731K	Buy	+10,000	New	+$784K	0.3%	68

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gifford Fong Associates's LNC Position: Q1 2024 in Review

Gifford Fong Associates sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 10,000 shares — an estimated $270K sold.

Gifford Fong Associates first reported a position in LNC in Q1 2018 and held it in 24 quarters. The position peaked at $731K in Q1 2018. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

Gifford Fong Associates reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
Gifford Fong Associates sold 10,000 Lincoln National shares in Q1 2024, an estimated $270K.
Gifford Fong Associates first reported a position in Lincoln National in Q1 2018 and held it in 24 quarters.
Gifford Fong Associates's Lincoln National position peaked at $731K in Q1 2018.
505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Gifford Fong Associates's 13F filing for Q1 2024, filed 10 May 2024.