LNC
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Lincoln National Corp’s Blackstone BX Stock Holding History

Lincoln National Corp’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,779
Closed -$3.12M – 159
2024
Q1 		$3.12M Sell
23,779
-623
-3% -$77.8K 0.05% 240
2023
Q4 		$3.19M Sell
24,402
-939
-4% -$102K 0.06% 205
2023
Q3 		$2.72M Sell
25,341
-2,145
-8% -$223K 0.05% 196
2023
Q2 		$2.56M Buy
27,486
+4,998
+22% +$432K 0.05% 204
2023
Q1 		$1.98M Buy
22,488
+1,224
+6% +$108K 0.04% 239
2022
Q4 		$1.58M Buy
21,264
+5,761
+37% +$498K 0.04% 267
2022
Q3 		$1.3M Buy
15,503
+2,946
+23% +$285K 0.03% 288
2022
Q2 		$1.15M Buy
12,557
+1,406
+13% +$152K 0.03% 320
2022
Q1 		$1.42M Sell
11,151
-441
-4% -$53.8K 0.03% 286
2021
Q4 		$1.5M Buy
11,592
+42
+0.4% +$5.6K 0.03% 266
2021
Q3 		$1.34M Buy
11,550
+1,462
+14% +$170K 0.03% 267
2021
Q2 		$980K Buy
10,088
+1,375
+16% +$122K 0.02% 324
2021
Q1 		$650K Buy
8,713
+633
+8% +$43.7K 0.02% 393
2020
Q4 		$524K Buy
8,080
+242
+3% +$14.1K 0.01% 414
2020
Q3 		$410K Sell
7,838
-43
-0.5% -$2.3K 0.01% 421
2020
Q2 		$446K Buy
7,881
+795
+11% +$41.8K 0.01% 398
2020
Q1 		$323K Sell
7,086
-1,412
-17% -$78.1K 0.01% 431
2019
Q4 		$475K Buy
+8,498
New +$441K 0.02% 404
2016
Q4 		– Sell
-8,067
Closed -$206K – 304
2016
Q3 		$206K Sell
8,067
-329
-4% -$8.68K 0.01% 270
2016
Q2 		$206K Buy
+8,396
New +$223K 0.01% 255

Other funds holding BX

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lincoln National Corp sold out of Blackstone (BX) in Q2 2024, closing a stake of 23,779 shares — an estimated $3.12M sold.

Lincoln National Corp first reported a position in BX in Q2 2016 and held it in 20 quarters. The position peaked at $3.19M in Q4 2023. 1,860 funds tracked by Wall St. Rank hold BX as of Q2 2024.

  • Lincoln National Corp reported no remaining Blackstone position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 23,779 Blackstone shares in Q2 2024, an estimated $3.12M.
  • Lincoln National Corp first reported a position in Blackstone in Q2 2016 and held it in 20 quarters.
  • Lincoln National Corp's Blackstone position peaked at $3.19M in Q4 2023.
  • 1,860 funds tracked by Wall St. Rank held Blackstone as of Q2 2024.

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