LNC
ESS icon

Lincoln National Corp’s Essex Property Trust ESS Stock Holding History

Lincoln National Corp’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-967
Closed -$237K – 338
2024
Q1 		$237K Buy
967
+147
+18% +$35K ﹤0.01% 1070
2023
Q4 		$203K Sell
820
-177
-18% -$39K ﹤0.01% 1045
2023
Q3 		$211K Buy
997
+62
+7% +$14.5K ﹤0.01% 942
2023
Q2 		$219K Buy
+935
New +$204K ﹤0.01% 933
2022
Q2 		– Sell
-718
Closed -$248K – 884
2022
Q1 		$248K Buy
+718
New +$240K 0.01% 782

Other funds holding ESS

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Lincoln National Corp sold out of Essex Property Trust (ESS) in Q2 2024, closing a stake of 967 shares — an estimated $237K sold.

Lincoln National Corp first reported a position in ESS in Q1 2022 and held it in 5 quarters. The position peaked at $248K in Q1 2022. 580 funds tracked by Wall St. Rank hold ESS as of Q2 2024.

  • Lincoln National Corp reported no remaining Essex Property Trust position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 967 Essex Property Trust shares in Q2 2024, an estimated $237K.
  • Lincoln National Corp first reported a position in Essex Property Trust in Q1 2022 and held it in 5 quarters.
  • Lincoln National Corp's Essex Property Trust position peaked at $248K in Q1 2022.
  • 580 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2024.

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