IFM Investors’s Lincoln National LNC Stock Holding History

IFM Investors’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 Q1	–	Sell	-35,329	Closed	-$1.09M	–	628
2022 Q4	$1.09M	Hold	35,329	–	–	0.02%	570
2022 Q3	$1.55M	Hold	35,329	–	–	0.03%	511
2022 Q2	$1.65M	Sell	35,329 -1,428	-4%	-$81.4K	0.03%	503
2022 Q1	$2.4M	Buy	36,757 +8,013	+28%	+$548K	0.04%	444
2021 Q4	$1.96M	Buy	28,744 +292	+1%	+$20.6K	0.04%	465
2021 Q3	$1.96M	Sell	28,452 -679	-2%	-$44.4K	0.04%	431
2021 Q2	$1.83M	Buy	29,131 +5,561	+24%	+$367K	0.04%	473
2021 Q1	$1.47M	Buy	23,570 +5,011	+27%	+$277K	0.04%	452
2020 Q4	$934K	Buy	18,559 +2,396	+15%	+$102K	0.03%	512
2020 Q3	$506K	Buy	16,163 +1,902	+13%	+$67.9K	0.02%	555
2020 Q2	$525K	Sell	14,261 -5,295	-27%	-$186K	0.03%	512
2020 Q1	$533K	Sell	19,556 -1,418	-7%	-$67.3K	0.02%	519
2019 Q4	$1.24M	Sell	20,974 -1,075	-5%	-$63.3K	0.04%	422
2019 Q3	$1.33M	Buy	22,049 +5,963	+37%	+$357K	0.05%	388
2019 Q2	$1.04M	Buy	16,086 +2,809	+21%	+$179K	0.06%	335
2019 Q1	$779K	Sell	13,277 -302	-2%	-$17.9K	0.05%	393
2018 Q4	$697K	Buy	13,579 +1,075	+9%	+$65.4K	0.06%	354
2018 Q3	$846K	Buy	12,504 +1,746	+16%	+$115K	0.06%	315
2018 Q2	$670K	Buy	10,758 +3,089	+40%	+$211K	0.06%	333
2018 Q1	$560K	Buy	7,669 +339	+5%	+$26.6K	0.08%	275
2017 Q4	$563K	Hold	7,330	–	–	0.09%	262
2017 Q3	$539K	Buy	7,330 +259	+4%	+$18.3K	0.09%	260
2017 Q2	$478K	Buy	7,071 +1,673	+31%	+$111K	0.09%	273
2017 Q1	$353K	Buy	5,398 +1,731	+47%	+$118K	0.09%	269
2016 Q4	$243K	Buy	+3,667	New	+$213K	0.11%	236

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

IFM Investors's LNC Position: Q1 2023 in Review

IFM Investors sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 35,329 shares — an estimated $1.09M sold.

IFM Investors first reported a position in LNC in Q4 2016 and held it in 25 quarters. The position peaked at $2.4M in Q1 2022. 491 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

IFM Investors reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
IFM Investors sold 35,329 Lincoln National shares in Q1 2023, an estimated $1.09M.
IFM Investors first reported a position in Lincoln National in Q4 2016 and held it in 25 quarters.
IFM Investors's Lincoln National position peaked at $2.4M in Q1 2022.
491 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on IFM Investors's 13F filing for Q1 2023, filed 11 May 2023.