LNC
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Lincoln National Corp’s BHP BHP Stock Holding History

Lincoln National Corp’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,521
Closed -$203K – 125
2024
Q1 		$203K Sell
3,521
-1,274
-27% -$76.2K ﹤0.01% 1149
2023
Q4 		$328K Sell
4,795
-4,414
-48% -$266K 0.01% 843
2023
Q3 		$524K Sell
9,209
-3,739
-29% -$219K 0.01% 587
2023
Q2 		$773K Buy
12,948
+1,777
+16% +$106K 0.02% 478
2023
Q1 		$708K Buy
11,171
+5,141
+85% +$331K 0.01% 473
2022
Q4 		$374K Buy
+6,030
New +$339K 0.01% 621

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Lincoln National Corp sold out of BHP (BHP) in Q2 2024, closing a stake of 3,521 shares — an estimated $203K sold.

Lincoln National Corp first reported a position in BHP in Q4 2022 and held it in 6 quarters. The position peaked at $773K in Q2 2023. 660 funds tracked by Wall St. Rank hold BHP as of Q2 2024.

  • Lincoln National Corp reported no remaining BHP position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 3,521 BHP shares in Q2 2024, an estimated $203K.
  • Lincoln National Corp first reported a position in BHP in Q4 2022 and held it in 6 quarters.
  • Lincoln National Corp's BHP position peaked at $773K in Q2 2023.
  • 660 funds tracked by Wall St. Rank held BHP as of Q2 2024.

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