LNC
CG icon

Lincoln National Corp’s Carlyle Group CG Stock Holding History

Lincoln National Corp’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,905
Closed -$221K – 1029
2023
Q2 		$221K Buy
6,905
+184
+3% +$5.38K ﹤0.01% 928
2023
Q1 		$209K Buy
+6,721
New +$224K ﹤0.01% 916
2022
Q3 		– Sell
-6,457
Closed -$204K – 877
2022
Q2 		$204K Buy
6,457
+781
+14% +$29.9K ﹤0.01% 804
2022
Q1 		$278K Buy
5,676
+31
+0.5% +$1.48K 0.01% 736
2021
Q4 		$310K Sell
5,645
-476
-8% -$25.9K 0.01% 693
2021
Q3 		$289K Sell
6,121
-1,238
-17% -$59.4K 0.01% 699
2021
Q2 		$342K Buy
7,359
+42
+0.6% +$1.79K 0.01% 615
2021
Q1 		$269K Buy
7,317
+844
+13% +$29.6K 0.01% 651
2020
Q4 		$203K Buy
+6,473
New +$182K 0.01% 706
2020
Q3 		– Sell
-8,537
Closed -$238K – 689
2020
Q2 		$238K Sell
8,537
-1,193
-12% -$30.6K 0.01% 551
2020
Q1 		$211K Buy
+9,730
New +$281K 0.01% 522

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return