HBK Investments’s Lincoln National LNC Stock Holding History

HBK Investments’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	-23,838	Closed	-$614K	–	410
2023 Q2	$614K	Buy	+23,838	New	+$523K	0.02%	318
2019 Q2	–	Sell	-45,375	Closed	-$2.66M	–	880
2019 Q1	$2.66M	Sell	45,375 -58,918	-56%	-$3.49M	0.03%	444
2018 Q4	$5.35M	Buy	104,293 +10,190	+11%	+$619K	0.07%	263
2018 Q3	$6.37M	Sell	94,103 -13,497	-13%	-$891K	0.07%	234
2018 Q2	$6.7M	Sell	107,600 -12,100	-10%	-$828K	0.06%	223
2018 Q1	$8.74M	Sell	119,700 -11,100	-8%	-$871K	0.08%	171
2017 Q4	$10.1M	Buy	130,800 +12,645	+11%	+$957K	0.11%	155
2017 Q3	$8.68M	Buy	118,155 +98,946	+515%	+$6.98M	0.08%	183
2017 Q2	$1.3M	Sell	19,209 -91,684	-83%	-$6.06M	0.01%	511
2017 Q1	$7.26M	Buy	+110,893	New	+$7.58M	0.07%	186
2016 Q2	–	Sell	-31,618	Closed	-$1.24M	–	1026
2016 Q1	$1.24M	Sell	31,618 -36,672	-54%	-$1.43M	0.02%	541
2015 Q4	$3.43M	Sell	68,290 -44,110	-39%	-$2.31M	0.06%	295
2015 Q3	$5.33M	Buy	+112,400	New	+$6.03M	0.09%	219

Other funds holding LNC

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

BlackRock New York $5.7T 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 $168B AUM 27.2% 1-Year Est. Return

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

APG Asset Management

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

Jacobs Levy Equity Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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