Lincoln National Corp’s Bloom Energy BE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,145	Closed	-$125K	–	122
2024 Q1	$125K	Buy	11,145 +1,100	+11%	+$12.1K	﹤0.01%	1172
2023 Q4	$149K	Sell	10,045 -555	-5%	-$6.94K	﹤0.01%	1066
2023 Q3	$141K	Buy	10,600 +555	+6%	+$8.7K	﹤0.01%	986
2023 Q2	$164K	Sell	10,045 -5	-0%	-$81	﹤0.01%	973
2023 Q1	$200K	Buy	+10,050	New	+$220K	﹤0.01%	933

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Lincoln National Corp sold out of Bloom Energy (BE) in Q2 2024, closing a stake of 11,145 shares — an estimated $125K sold.

Lincoln National Corp first reported a position in BE in Q1 2023 and held it in 5 quarters. The position peaked at $200K in Q1 2023. 315 funds tracked by Wall St. Rank hold BE as of Q2 2024.

Lincoln National Corp reported no remaining Bloom Energy position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 11,145 Bloom Energy shares in Q2 2024, an estimated $125K.
Lincoln National Corp first reported a position in Bloom Energy in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's Bloom Energy position peaked at $200K in Q1 2023.
315 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2024.

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