LNC
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Lincoln National Corp’s IDEX IEX Stock Holding History

Lincoln National Corp’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,435
Closed -$350K – 555
2024
Q1 		$350K Buy
1,435
+177
+14% +$40K 0.01% 885
2023
Q4 		$273K Sell
1,258
-306
-20% -$61.7K ﹤0.01% 912
2023
Q3 		$325K Buy
1,564
+104
+7% +$22.6K 0.01% 749
2023
Q2 		$314K Buy
1,460
+183
+14% +$38.5K 0.01% 767
2023
Q1 		$295K Buy
1,277
+88
+7% +$20K 0.01% 777
2022
Q4 		$272K Buy
+1,189
New +$266K 0.01% 755

Other funds holding IEX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Lincoln National Corp sold out of IDEX (IEX) in Q2 2024, closing a stake of 1,435 shares — an estimated $350K sold.

Lincoln National Corp first reported a position in IEX in Q4 2022 and held it in 6 quarters. The position peaked at $350K in Q1 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Lincoln National Corp reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,435 IDEX shares in Q2 2024, an estimated $350K.
  • Lincoln National Corp first reported a position in IDEX in Q4 2022 and held it in 6 quarters.
  • Lincoln National Corp's IDEX position peaked at $350K in Q1 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

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