LNC
BJ icon

Lincoln National Corp’s BJs Wholesale Club BJ Stock Holding History

Lincoln National Corp’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,354
Closed -$405K – 130
2024
Q1 		$405K Buy
5,354
+904
+20% +$63K 0.01% 835
2023
Q4 		$297K Sell
4,450
-90
-2% -$6.09K 0.01% 873
2023
Q3 		$324K Buy
+4,540
New +$305K 0.01% 750

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Lincoln National Corp sold out of BJs Wholesale Club (BJ) in Q2 2024, closing a stake of 5,354 shares — an estimated $405K sold.

Lincoln National Corp first reported a position in BJ in Q3 2023 and held it in 3 quarters. The position peaked at $405K in Q1 2024. 510 funds tracked by Wall St. Rank hold BJ as of Q2 2024.

  • Lincoln National Corp reported no remaining BJs Wholesale Club position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 5,354 BJs Wholesale Club shares in Q2 2024, an estimated $405K.
  • Lincoln National Corp first reported a position in BJs Wholesale Club in Q3 2023 and held it in 3 quarters.
  • Lincoln National Corp's BJs Wholesale Club position peaked at $405K in Q1 2024.
  • 510 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2024.

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