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Lincoln National Corp’s Broadridge BR Stock Holding History

Lincoln National Corp’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,385
Closed -$898K – 147
2024
Q1 		$898K Buy
4,385
+550
+14% +$111K 0.01% 550
2023
Q4 		$789K Buy
3,835
+781
+26% +$144K 0.01% 516
2023
Q3 		$547K Sell
3,054
-3
-0.1% -$531 0.01% 574
2023
Q2 		$506K Buy
3,057
+56
+2% +$8.47K 0.01% 601
2023
Q1 		$440K Buy
3,001
+570
+23% +$81.6K 0.01% 637
2022
Q4 		$326K Buy
+2,431
New +$345K 0.01% 676

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Lincoln National Corp sold out of Broadridge (BR) in Q2 2024, closing a stake of 4,385 shares — an estimated $898K sold.

Lincoln National Corp first reported a position in BR in Q4 2022 and held it in 6 quarters. The position peaked at $898K in Q1 2024. 930 funds tracked by Wall St. Rank hold BR as of Q2 2024.

  • Lincoln National Corp reported no remaining Broadridge position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 4,385 Broadridge shares in Q2 2024, an estimated $898K.
  • Lincoln National Corp first reported a position in Broadridge in Q4 2022 and held it in 6 quarters.
  • Lincoln National Corp's Broadridge position peaked at $898K in Q1 2024.
  • 930 funds tracked by Wall St. Rank held Broadridge as of Q2 2024.

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