LNC
FDS icon

Lincoln National Corp’s Factset FDS Stock Holding History

Lincoln National Corp’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,606
Closed -$730K – 376
2024
Q1 		$730K Buy
1,606
+113
+8% +$52.7K 0.01% 615
2023
Q4 		$712K Buy
1,493
+85
+6% +$38.3K 0.01% 552
2023
Q3 		$615K Buy
1,408
+57
+4% +$24.3K 0.01% 537
2023
Q2 		$541K Buy
1,351
+92
+7% +$37.1K 0.01% 573
2023
Q1 		$522K Buy
1,259
+48
+4% +$20K 0.01% 568
2022
Q4 		$486K Buy
1,211
+6
+0.5% +$2.56K 0.01% 544
2022
Q3 		$482K Sell
1,205
-8
-0.7% -$3.39K 0.01% 506
2022
Q2 		$466K Buy
1,213
+2
+0.2% +$783 0.01% 497
2022
Q1 		$526K Sell
1,211
-52
-4% -$21.9K 0.01% 502
2021
Q4 		$614K Buy
1,263
+1
+0.1% +$448 0.01% 463
2021
Q3 		$498K Sell
1,262
-50
-4% -$18.2K 0.01% 502
2021
Q2 		$440K Buy
1,312
+32
+3% +$10.5K 0.01% 532
2021
Q1 		$395K Sell
1,280
-5
-0.4% -$1.58K 0.01% 520
2020
Q4 		$427K Buy
1,285
+110
+9% +$36.4K 0.01% 459
2020
Q3 		$393K Buy
1,175
+1
+0.1% +$346 0.01% 434
2020
Q2 		$386K Buy
1,174
+8
+0.7% +$2.31K 0.01% 432
2020
Q1 		$304K Sell
1,166
-25
-2% -$6.8K 0.01% 446
2019
Q4 		$320K Buy
+1,191
New +$306K 0.01% 480

Other funds holding FDS

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lincoln National Corp sold out of Factset (FDS) in Q2 2024, closing a stake of 1,606 shares — an estimated $730K sold.

Lincoln National Corp first reported a position in FDS in Q4 2019 and held it in 18 quarters. The position peaked at $730K in Q1 2024. 803 funds tracked by Wall St. Rank hold FDS as of Q2 2024.

  • Lincoln National Corp reported no remaining Factset position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,606 Factset shares in Q2 2024, an estimated $730K.
  • Lincoln National Corp first reported a position in Factset in Q4 2019 and held it in 18 quarters.
  • Lincoln National Corp's Factset position peaked at $730K in Q1 2024.
  • 803 funds tracked by Wall St. Rank held Factset as of Q2 2024.

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