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INTECH Investment Management’s Lincoln National LNC Stock Holding History

INTECH 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
2024
Q1 		– Sell
-10,264
Closed -$277K – 717
2023
Q4 		$277K Sell
10,264
-6,359
-38% -$153K ﹤0.01% 649
2023
Q3 		$410K Buy
+16,623
New +$435K 0.01% 606
2023
Q1 		– Sell
-22,142
Closed -$680K – 689
2022
Q4 		$680K Sell
22,142
-82,013
-79% -$3.26M 0.01% 572
2022
Q3 		$4.57M Sell
104,155
-127,980
-55% -$6.16M 0.03% 369
2022
Q2 		$10.9M Buy
+232,135
New +$13.2M 0.06% 274

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

INTECH Investment Management's LNC Position: Q1 2024 in Review

INTECH Investment Management sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 10,264 shares — an estimated $277K sold.

INTECH Investment Management first reported a position in LNC in Q2 2022 and held it in 5 quarters. The position peaked at $10.9M in Q2 2022. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • INTECH Investment Management reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • INTECH Investment Management sold 10,264 Lincoln National shares in Q1 2024, an estimated $277K.
  • INTECH Investment Management first reported a position in Lincoln National in Q2 2022 and held it in 5 quarters.
  • INTECH Investment Management's Lincoln National position peaked at $10.9M in Q2 2022.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on INTECH Investment Management's 13F filing for Q1 2024, filed 10 May 2024.