GKIM
LNC icon

GW&K Investment Management’s Lincoln National LNC Stock Holding History

GW&K 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
2023
Q4 		– Sell
-30
Closed -$1K – 939
2023
Q3 		$1K Sell
30
-269
-90% -$7.03K ﹤0.01% 886
2023
Q2 		$8K Buy
+299
New +$6.56K ﹤0.01% 678
2022
Q3 		– Sell
-128
Closed -$6K – 644
2022
Q2 		$6K Buy
128
+68
+113% +$3.88K ﹤0.01% 561
2022
Q1 		$4K Buy
+60
New +$4.1K ﹤0.01% 579

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GW&K Investment Management's LNC Position: Q4 2023 in Review

GW&K Investment Management sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 30 shares — an estimated $1K sold.

GW&K Investment Management first reported a position in LNC in Q1 2022 and held it in 4 quarters. The position peaked at $8K in Q2 2023. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

  • GW&K Investment Management reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
  • GW&K Investment Management sold 30 Lincoln National shares in Q4 2023, an estimated $1K.
  • GW&K Investment Management first reported a position in Lincoln National in Q1 2022 and held it in 4 quarters.
  • GW&K Investment Management's Lincoln National position peaked at $8K in Q2 2023.
  • 506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on GW&K Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.