LNC
BEP icon

Lincoln National Corp’s Brookfield Renewable BEP Stock Holding History

Lincoln National Corp’s Portfolio BEP Stock Details BEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,056
Closed -$208K – 866
2022
Q1 		$208K Sell
5,056
-963
-16% -$34.5K ﹤0.01% 853
2021
Q4 		$215K Sell
6,019
-173
-3% -$6.38K ﹤0.01% 823
2021
Q3 		$229K Hold
6,192
– – 0.01% 787
2021
Q2 		$239K Sell
6,192
-700
-10% -$27.7K 0.01% 751
2021
Q1 		$294K Buy
+6,892
New +$305K 0.01% 621

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Lincoln National Corp's BEP Position: Q2 2022 in Review

Lincoln National Corp sold out of Brookfield Renewable (BEP) in Q2 2022, closing a stake of 5,056 shares — an estimated $208K sold.

Lincoln National Corp first reported a position in BEP in Q1 2021 and held it in 5 quarters. The position peaked at $294K in Q1 2021. 243 funds tracked by Wall St. Rank hold BEP as of Q2 2022.

  • Lincoln National Corp reported no remaining Brookfield Renewable position as of Q2 2022 after selling out during the quarter.
  • Lincoln National Corp sold 5,056 Brookfield Renewable shares in Q2 2022, an estimated $208K.
  • Lincoln National Corp first reported a position in Brookfield Renewable in Q1 2021 and held it in 5 quarters.
  • Lincoln National Corp's Brookfield Renewable position peaked at $294K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2022.

Based on Lincoln National Corp's 13F filing for Q2 2022, filed 2 Aug 2022.