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Intact Investment Management’s Lincoln National LNC Stock Holding History

Intact 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
2022
Q4 		– Sell
-9,400
Closed -$413K – 273
2022
Q3 		$413K Hold
9,400
– – 0.01% 236
2022
Q2 		$440K Hold
9,400
– – 0.01% 230
2022
Q1 		$614K Sell
9,400
-1,000
-10% -$68.3K 0.02% 229
2021
Q4 		$710K Sell
10,400
-2,700
-21% -$190K 0.02% 222
2021
Q3 		$900K Sell
13,100
-1,900
-13% -$124K 0.03% 202
2021
Q2 		$942K Sell
15,000
-1,000
-6% -$66K 0.03% 197
2021
Q1 		$996K Buy
+16,000
New +$884K 0.03% 196
2020
Q2 		– Sell
-17,200
Closed -$452K – 244
2020
Q1 		$452K Buy
17,200
+9,200
+115% +$437K 0.02% 210
2019
Q4 		$472K Buy
8,000
+4,000
+100% +$235K 0.02% 219
2019
Q3 		$241K Hold
4,000
– – 0.01% 226
2019
Q2 		$258K Hold
4,000
– – 0.01% 228
2019
Q1 		$235K Hold
4,000
– – 0.01% 227
2018
Q4 		$205K Hold
4,000
– – 0.01% 221
2018
Q3 		$271K Hold
4,000
– – 0.01% 220
2018
Q2 		$249K Buy
4,000
+600
+18% +$41.1K 0.01% 222
2018
Q1 		$248K Buy
+3,400
New +$267K 0.01% 213
2016
Q4 		– Sell
-8,700
Closed -$409K – 282
2016
Q3 		$409K Hold
8,700
– – 0.02% 210
2016
Q2 		$337K Hold
8,700
– – 0.01% 223
2016
Q1 		$341K Buy
8,700
+2,600
+43% +$102K 0.01% 218
2015
Q4 		$307K Sell
6,100
-800
-12% -$41.9K 0.01% 212
2015
Q3 		$327K Hold
6,900
– – 0.01% 203
2015
Q2 		$408K Hold
6,900
– – 0.02% 201
2015
Q1 		$396K Sell
6,900
-2,000
-22% -$112K 0.02% 235
2014
Q4 		$513K Hold
8,900
– – 0.02% 210
2014
Q3 		$477K Hold
8,900
– – 0.02% 210
2014
Q2 		$458K Buy
8,900
+1,100
+14% +$54.4K 0.02% 193
2014
Q1 		$395K Hold
7,800
– – 0.02% 201
2013
Q4 		$403K Sell
7,800
-1,100
-12% -$52.7K 0.02% 177
2013
Q3 		$374K Buy
+8,900
New +$376K 0.02% 180

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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intact Investment Management's LNC Position: Q4 2022 in Review

Intact Investment Management sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 9,400 shares — an estimated $413K sold.

Intact Investment Management first reported a position in LNC in Q3 2013 and held it in 29 quarters. The position peaked at $996K in Q1 2021. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Intact Investment Management reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Intact Investment Management sold 9,400 Lincoln National shares in Q4 2022, an estimated $413K.
  • Intact Investment Management first reported a position in Lincoln National in Q3 2013 and held it in 29 quarters.
  • Intact Investment Management's Lincoln National position peaked at $996K in Q1 2021.
  • 574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Intact Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.