JGC
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J. Goldman & Co’s Lincoln National LNC Stock Holding History

J. Goldman & Co’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
-23,908
Closed -$734K – 431
2022
Q4 		$734K Buy
+23,908
New +$949K 0.04% 250
2013
Q3 		– Sell
-10,000
Closed -$365K – 287
2013
Q2 		$365K Buy
+10,000
New +$341K 0.04% 218

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J. Goldman & Co's LNC Position: Q1 2023 in Review

J. Goldman & Co sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 23,908 shares — an estimated $734K sold.

J. Goldman & Co first reported a position in LNC in Q2 2013 and held it in 2 quarters. The position peaked at $734K in Q4 2022. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • J. Goldman & Co reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • J. Goldman & Co sold 23,908 Lincoln National shares in Q1 2023, an estimated $734K.
  • J. Goldman & Co first reported a position in Lincoln National in Q2 2013 and held it in 2 quarters.
  • J. Goldman & Co's Lincoln National position peaked at $734K in Q4 2022.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on J. Goldman & Co's 13F filing for Q1 2023, filed 15 May 2023.