Holocene Advisors’s Lincoln National LNC Stock Holding History

Holocene Advisors’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
2025 Q1	–	Sell	-35,767	Closed	-$1.13M	–	833
2024 Q4	$1.13M	Sell	35,767 -101,922	-74%	-$3.4M	﹤0.01%	647
2024 Q3	$4.34M	Buy	137,689 +77,143	+127%	+$2.4M	0.02%	397
2024 Q2	$1.88M	Buy	60,546 +40,670	+205%	+$1.23M	0.01%	532
2024 Q1	$635K	Sell	19,876 -96,088	-83%	-$2.65M	﹤0.01%	666
2023 Q4	$3.13M	Sell	115,964 -153,815	-57%	-$3.7M	0.01%	443
2023 Q3	$6.66M	Sell	269,779 -96,622	-26%	-$2.53M	0.03%	337
2023 Q2	$9.44M	Buy	366,401 +94,145	+35%	+$2.07M	0.04%	262
2023 Q1	$6.12M	Buy	+272,256	New	+$8.09M	0.03%	281
2022 Q4	–	Sell	-85,862	Closed	-$3.77M	–	815
2022 Q3	$3.77M	Buy	85,862 +12,977	+18%	+$625K	0.02%	299
2022 Q2	$3.41M	Buy	+72,885	New	+$4.16M	0.02%	422
2021 Q2	–	Sell	-14,403	Closed	-$897K	–	895
2021 Q1	$897K	Sell	14,403 -30,215	-68%	-$1.67M	0.01%	705
2020 Q4	$2.25M	Buy	44,618 +7,658	+21%	+$326K	0.01%	399
2020 Q3	$1.16M	Buy	+36,960	New	+$1.32M	0.01%	474
2020 Q2	–	Sell	-56,161	Closed	-$1.48M	–	703
2020 Q1	$1.48M	Buy	+56,161	New	+$2.67M	0.02%	343
2019 Q3	–	Sell	-21,327	Closed	-$1.38M	–	793
2019 Q2	$1.38M	Sell	21,327 -27,481	-56%	-$1.76M	0.02%	233
2019 Q1	$2.87M	Buy	48,808 +6,527	+15%	+$387K	0.04%	147
2018 Q4	$2.17M	Buy	+42,281	New	+$2.57M	0.04%	147
2018 Q3	–	Sell	-4,698	Closed	-$292K	–	768
2018 Q2	$292K	Buy	+4,698	New	+$321K	0.01%	489

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Holocene Advisors's LNC Position: Q1 2025 in Review

Holocene Advisors sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 35,767 shares — an estimated $1.13M sold.

Holocene Advisors first reported a position in LNC in Q2 2018 and held it in 18 quarters. The position peaked at $9.44M in Q2 2023. 570 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

Holocene Advisors reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
Holocene Advisors sold 35,767 Lincoln National shares in Q1 2025, an estimated $1.13M.
Holocene Advisors first reported a position in Lincoln National in Q2 2018 and held it in 18 quarters.
Holocene Advisors's Lincoln National position peaked at $9.44M in Q2 2023.
570 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Holocene Advisors's 13F filing for Q1 2025, filed 15 May 2025.