Lincoln National Corp’s Ameriprise Financial AMP Stock Holding History

Lincoln National Corp’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,312	Closed	-$1.45M	–	62
2024 Q1	$1.45M	Buy	3,312 +724	+28%	+$290K	0.02%	407
2023 Q4	$983K	Buy	2,588 +682	+36%	+$234K	0.02%	467
2023 Q3	$628K	Buy	1,906 +93	+5%	+$31.7K	0.01%	528
2023 Q2	$602K	Buy	1,813 +65	+4%	+$20K	0.01%	538
2023 Q1	$536K	Buy	1,748 +246	+16%	+$80.6K	0.01%	561
2022 Q4	$468K	Buy	1,502 +56	+4%	+$17.1K	0.01%	552
2022 Q3	$364K	Buy	1,446 +166	+13%	+$43.7K	0.01%	590
2022 Q2	$304K	Buy	1,280 +204	+19%	+$54.6K	0.01%	645
2022 Q1	$323K	Buy	1,076 +103	+11%	+$31.2K	0.01%	694
2021 Q4	$293K	Buy	973 +1	+0.1%	+$296	0.01%	716
2021 Q3	$257K	Buy	972 +164	+20%	+$42.9K	0.01%	744
2021 Q2	$201K	Buy	+808	New	+$204K	﹤0.01%	813

Other funds holding AMP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lincoln National Corp's AMP Position: Q2 2024 in Review

Lincoln National Corp sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 3,312 shares — an estimated $1.45M sold.

Lincoln National Corp first reported a position in AMP in Q2 2021 and held it in 12 quarters. The position peaked at $1.45M in Q1 2024. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

Lincoln National Corp reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 3,312 Ameriprise Financial shares in Q2 2024, an estimated $1.45M.
Lincoln National Corp first reported a position in Ameriprise Financial in Q2 2021 and held it in 12 quarters.
Lincoln National Corp's Ameriprise Financial position peaked at $1.45M in Q1 2024.
1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.