LNC
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Lincoln National Corp’s Equifax EFX Stock Holding History

Lincoln National Corp’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,159
Closed -$578K – 314
2024
Q1 		$578K Buy
2,159
+238
+12% +$60.6K 0.01% 697
2023
Q4 		$475K Buy
1,921
+602
+46% +$122K 0.01% 695
2023
Q3 		$242K Sell
1,319
-294
-18% -$60K ﹤0.01% 885
2023
Q2 		$380K Sell
1,613
-32
-2% -$6.74K 0.01% 704
2023
Q1 		$334K Buy
+1,645
New +$342K 0.01% 734

Other funds holding EFX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lincoln National Corp sold out of Equifax (EFX) in Q2 2024, closing a stake of 2,159 shares — an estimated $578K sold.

Lincoln National Corp first reported a position in EFX in Q1 2023 and held it in 5 quarters. The position peaked at $578K in Q1 2024. 758 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • Lincoln National Corp reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 2,159 Equifax shares in Q2 2024, an estimated $578K.
  • Lincoln National Corp first reported a position in Equifax in Q1 2023 and held it in 5 quarters.
  • Lincoln National Corp's Equifax position peaked at $578K in Q1 2024.
  • 758 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

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