Lincoln National Corp’s AvalonBay Communities AVB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,085	Closed	-$205K	–	1026
2023 Q2	$205K	Buy	+1,085	New	+$194K	﹤0.01%	960
2018 Q1	–	Sell	-2,880	Closed	-$514K	–	492
2017 Q4	$514K	Buy	2,880 +1,538	+115%	+$279K	0.02%	363
2017 Q3	$239K	Buy	+1,342	New	+$251K	0.01%	362

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lincoln National Corp's AVB Position: Q3 2023 in Review

Lincoln National Corp sold out of AvalonBay Communities (AVB) in Q3 2023, closing a stake of 1,085 shares — an estimated $205K sold.

Lincoln National Corp first reported a position in AVB in Q3 2017 and held it in 3 quarters. The position peaked at $514K in Q4 2017. 646 funds tracked by Wall St. Rank hold AVB as of Q3 2023.

Lincoln National Corp reported no remaining AvalonBay Communities position as of Q3 2023 after selling out during the quarter.
Lincoln National Corp sold 1,085 AvalonBay Communities shares in Q3 2023, an estimated $205K.
Lincoln National Corp first reported a position in AvalonBay Communities in Q3 2017 and held it in 3 quarters.
Lincoln National Corp's AvalonBay Communities position peaked at $514K in Q4 2017.
646 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2023.

Based on Lincoln National Corp's 13F filing for Q3 2023, filed 6 Nov 2023.