Itau Unibanco Holding S.A.’s Lincoln National LNC Stock Holding History

Itau Unibanco Holding S.A.’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	-4,046	Closed	-$124K	–	570
2022 Q4	$124K	Buy	+4,046	New	+$161K	0.01%	255
2022 Q3	–	Sell	-4,614	Closed	-$216K	–	600
2022 Q2	$216K	Buy	+4,614	New	+$263K	0.01%	205
2018 Q3	–	Sell	-1,075	Closed	-$67K	–	708
2018 Q2	$67K	Sell	1,075 -8,994	-89%	-$615K	0.01%	596
2018 Q1	$736K	Sell	10,069 -1,921	-16%	-$151K	﹤0.01%	156
2017 Q4	$922K	Buy	11,990 +7,677	+178%	+$581K	0.06%	97
2017 Q3	$1M	Buy	4,313 +3,923	+1,006%	+$277K	0.07%	171
2017 Q2	$26K	Sell	390 -270	-41%	-$17.9K	﹤0.01%	381
2017 Q1	$43K	Buy	+660	New	+$45.1K	0.01%	234

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

Itau Unibanco Holding S.A.'s LNC Position: Q1 2023 in Review

Itau Unibanco Holding S.A. sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 4,046 shares — an estimated $124K sold.

Itau Unibanco Holding S.A. first reported a position in LNC in Q1 2017 and held it in 8 quarters. The position peaked at $1M in Q3 2017. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

Itau Unibanco Holding S.A. reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 4,046 Lincoln National shares in Q1 2023, an estimated $124K.
Itau Unibanco Holding S.A. first reported a position in Lincoln National in Q1 2017 and held it in 8 quarters.
Itau Unibanco Holding S.A.'s Lincoln National position peaked at $1M in Q3 2017.
490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2023, filed 12 May 2023.