Lincoln National Corp’s Invesco IVZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,199	Closed	-$169K	–	601
2024 Q1	$169K	Buy	+10,199	New	+$165K	﹤0.01%	1162

Other funds holding IVZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Lincoln National Corp sold out of Invesco (IVZ) in Q2 2024, closing a stake of 10,199 shares — an estimated $169K sold.

Lincoln National Corp first reported a position in IVZ in Q1 2024 and held it in 1 quarter. The position peaked at $169K in Q1 2024. 474 funds tracked by Wall St. Rank hold IVZ as of Q2 2024.

Lincoln National Corp reported no remaining Invesco position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 10,199 Invesco shares in Q2 2024, an estimated $169K.
Lincoln National Corp first reported a position in Invesco in Q1 2024 and held it in 1 quarter.
Lincoln National Corp's Invesco position peaked at $169K in Q1 2024.
474 funds tracked by Wall St. Rank held Invesco as of Q2 2024.

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