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Industrial Alliance Investment Management’s Lincoln National LNC Stock Holding History

Industrial Alliance 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
Q2 		– Sell
-11,271
Closed -$253K – 356
2023
Q1 		$253K Buy
11,271
+9,818
+676% +$292K 0.01% 429
2022
Q4 		$45K Buy
+1,453
New +$57.7K ﹤0.01% 418

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Industrial Alliance Investment Management's LNC Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 11,271 shares — an estimated $253K sold.

Industrial Alliance Investment Management first reported a position in LNC in Q4 2022 and held it in 2 quarters. The position peaked at $253K in Q1 2023. 496 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 11,271 Lincoln National shares in Q2 2023, an estimated $253K.
  • Industrial Alliance Investment Management first reported a position in Lincoln National in Q4 2022 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Lincoln National position peaked at $253K in Q1 2023.
  • 496 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.