LNC
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Lincoln National Corp’s Brookfield BN Stock Holding History

Lincoln National Corp’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,658
Closed -$297K – 140
2024
Q1 		$297K Buy
10,658
+267
+3% +$7.2K ﹤0.01% 965
2023
Q4 		$278K Buy
10,391
+629
+6% +$14.3K ﹤0.01% 906
2023
Q3 		$204K Sell
9,762
-180
-2% -$4.05K ﹤0.01% 965
2023
Q2 		$223K Buy
+9,942
New +$211K ﹤0.01% 922
2023
Q1 		– Sell
-9,848
Closed -$207K – 994
2022
Q4 		$207K Sell
9,848
-1,626
-14% -$36.5K ﹤0.01% 861
2022
Q3 		$253K Buy
11,474
+974
+9% +$25.2K 0.01% 716
2022
Q2 		$252K Buy
10,500
+1,057
+11% +$28.2K 0.01% 721
2022
Q1 		$288K Buy
9,443
+607
+7% +$18.1K 0.01% 725
2021
Q4 		$288K Buy
8,836
+820
+10% +$25.9K 0.01% 725
2021
Q3 		$231K Buy
8,016
+50
+0.6% +$1.46K 0.01% 779
2021
Q2 		$219K Buy
+7,966
New +$204K ﹤0.01% 778
2018
Q1 		– Sell
-17,453
Closed -$272K – 505
2017
Q4 		$272K Buy
+17,453
New +$264K 0.01% 526

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Lincoln National Corp sold out of Brookfield (BN) in Q2 2024, closing a stake of 10,658 shares — an estimated $297K sold.

Lincoln National Corp first reported a position in BN in Q4 2017 and held it in 12 quarters. The position peaked at $297K in Q1 2024. 694 funds tracked by Wall St. Rank hold BN as of Q2 2024.

  • Lincoln National Corp reported no remaining Brookfield position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 10,658 Brookfield shares in Q2 2024, an estimated $297K.
  • Lincoln National Corp first reported a position in Brookfield in Q4 2017 and held it in 12 quarters.
  • Lincoln National Corp's Brookfield position peaked at $297K in Q1 2024.
  • 694 funds tracked by Wall St. Rank held Brookfield as of Q2 2024.

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