Lincoln National Corp’s Icahn Enterprises IEP Stock Holding History

Lincoln National Corp’s Portfolio IEP Stock Details IEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,740	Closed	-$268K	–	554
2024 Q1	$268K	Sell	15,740 -4,224	-21%	-$77.6K	﹤0.01%	1018
2023 Q4	$343K	Sell	19,964 -678	-3%	-$11.9K	0.01%	819
2023 Q3	$408K	Buy	20,642 +7,476	+57%	+$189K	0.01%	669
2023 Q2	$382K	Buy	+13,166	New	+$479K	0.01%	701

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Lincoln National Corp sold out of Icahn Enterprises (IEP) in Q2 2024, closing a stake of 15,740 shares — an estimated $268K sold.

Lincoln National Corp first reported a position in IEP in Q2 2023 and held it in 4 quarters. The position peaked at $408K in Q3 2023. 131 funds tracked by Wall St. Rank hold IEP as of Q2 2024.

Lincoln National Corp reported no remaining Icahn Enterprises position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 15,740 Icahn Enterprises shares in Q2 2024, an estimated $268K.
Lincoln National Corp first reported a position in Icahn Enterprises in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's Icahn Enterprises position peaked at $408K in Q3 2023.
131 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2024.

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