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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
-25,300
Closed -$1.73M – 1770
2021
Q4 		$1.73M Buy
+25,300
New +$1.78M 0.01% 836
2020
Q2 		– Sell
-17,900
Closed -$471K – 1738
2020
Q1 		$471K Buy
+17,900
New +$849K 0.01% 1333

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.