JG
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Jefferies Group’s Lincoln National LNC Stock Holding History

Jefferies Group’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
Q1 		– Sell
-8,496
Closed -$580K – 1769
2021
Q4 		$580K Buy
+8,496
New +$599K ﹤0.01% 1140
2020
Q2 		– Sell
-17,900
Closed -$471K – 1737
2020
Q1 		$471K Buy
+17,900
New +$849K 0.01% 1332
2019
Q3 		– Sell
-15,645
Closed -$1.01M – 2878
2019
Q2 		$1.01M Sell
15,645
-15,513
-50% -$991K 0.01% 1297
2019
Q1 		$1.83M Buy
31,158
+24,558
+372% +$1.45M 0.02% 960
2018
Q4 		$339K Buy
+6,600
New +$401K ﹤0.01% 1611
2018
Q3 		– Sell
-38,001
Closed -$2.37M – 2607
2018
Q2 		$2.37M Buy
+38,001
New +$2.6M 0.01% 813
2018
Q1 		– Sell
-38,432
Closed -$3.01M – 2513
2017
Q4 		$2.95M Buy
38,432
+34,040
+775% +$2.58M 0.01% 794
2017
Q3 		$323K Sell
4,392
-77,931
-95% -$5.5M ﹤0.01% 1845
2017
Q2 		$5.56M Buy
82,323
+61,829
+302% +$4.09M 0.04% 488
2017
Q1 		$1.34M Buy
20,494
+15,884
+345% +$1.09M 0.01% 1130
2016
Q4 		$306K Sell
4,610
-4,747
-51% -$276K ﹤0.01% 1756
2016
Q3 		$440K Sell
9,357
-7,102
-43% -$318K ﹤0.01% 1670
2016
Q2 		$638K Sell
16,459
-40,569
-71% -$1.72M ﹤0.01% 1320
2016
Q1 		$2.23M Buy
57,028
+46,539
+444% +$1.82M 0.01% 795
2015
Q4 		$527K Sell
10,489
-9,982
-49% -$522K ﹤0.01% 1515
2015
Q3 		$972K Buy
20,471
+19,505
+2,019% +$1.05M 0.01% 1225
2015
Q2 		$57K Buy
+966
New +$56.6K ﹤0.01% 2391
2014
Q3 		– Sell
-20,372
Closed -$1.05M – 2293
2014
Q2 		$1.05M Sell
20,372
-12,070
-37% -$596K 0.01% 888
2014
Q1 		$1.64M Buy
32,442
+13,506
+71% +$679K 0.02% 694
2013
Q4 		$977K Sell
18,936
-19,094
-50% -$915K 0.01% 848
2013
Q3 		$1.6M Buy
+38,030
New +$1.61M 0.02% 705

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jefferies Group's LNC Position: Q1 2022 in Review

Jefferies Group sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 8,496 shares — an estimated $580K sold.

Jefferies Group first reported a position in LNC in Q3 2013 and held it in 21 quarters. The position peaked at $5.56M in Q2 2017. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

  • Jefferies Group reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
  • Jefferies Group sold 8,496 Lincoln National shares in Q1 2022, an estimated $580K.
  • Jefferies Group first reported a position in Lincoln National in Q3 2013 and held it in 21 quarters.
  • Jefferies Group's Lincoln National position peaked at $5.56M in Q2 2017.
  • 651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.