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
2019
Q1 		– Sell
-8,000
Closed -$410K – 2507
2018
Q4 		$410K Buy
+8,000
New +$486K ﹤0.01% 1534
2018
Q3 		– Sell
-5,600
Closed -$349K – 2606
2018
Q2 		$349K Sell
5,600
-9,300
-62% -$636K ﹤0.01% 1788
2018
Q1 		$1.09M Sell
14,900
-11,500
-44% -$902K 0.01% 1163
2017
Q4 		$2.03M Buy
26,400
+11,400
+76% +$863K 0.01% 990
2017
Q3 		$1.1M Buy
15,000
+4,300
+40% +$303K 0.01% 1249
2017
Q2 		$723K Sell
10,700
-9,100
-46% -$602K ﹤0.01% 1443
2017
Q1 		$1.3M Hold
19,800
– – 0.01% 1144
2016
Q4 		$1.31M Buy
+19,800
New +$1.15M 0.01% 1126
2016
Q1 		– Sell
-28,600
Closed -$1.44M – 2429
2015
Q4 		$1.44M Buy
28,600
+2,100
+8% +$110K 0.01% 1016
2015
Q3 		$1.26M Sell
26,500
-23,500
-47% -$1.26M 0.01% 1112
2015
Q2 		$2.96M Buy
+50,000
New +$2.93M 0.02% 733
2014
Q3 		– Sell
-400
Closed -$21K – 2292
2014
Q2 		$21K Sell
400
-2,700
-87% -$133K ﹤0.01% 1975
2014
Q1 		$157K Buy
+3,100
New +$156K ﹤0.01% 1784

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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.