Lincoln National Corp’s Jefferies Financial Group JEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,386	Closed	-$414K	–	627
2024 Q1	$414K	Buy	9,386 +1,584	+20%	+$66K	0.01%	826
2023 Q4	$315K	Sell	7,802 -305	-4%	-$10.8K	0.01%	853
2023 Q3	$297K	Buy	8,107 +25	+0.3%	+$896	0.01%	793
2023 Q2	$268K	Buy	8,082 +28	+0.3%	+$874	0.01%	842
2023 Q1	$256K	Sell	8,054 -346	-4%	-$12.5K	0.01%	832
2022 Q4	$275K	Buy	+8,400	New	+$279K	0.01%	747

Other funds holding JEF

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

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

Lincoln National Corp sold out of Jefferies Financial Group (JEF) in Q2 2024, closing a stake of 9,386 shares — an estimated $414K sold.

Lincoln National Corp first reported a position in JEF in Q4 2022 and held it in 6 quarters. The position peaked at $414K in Q1 2024. 491 funds tracked by Wall St. Rank hold JEF as of Q2 2024.

Lincoln National Corp reported no remaining Jefferies Financial Group position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 9,386 Jefferies Financial Group shares in Q2 2024, an estimated $414K.
Lincoln National Corp first reported a position in Jefferies Financial Group in Q4 2022 and held it in 6 quarters.
Lincoln National Corp's Jefferies Financial Group position peaked at $414K in Q1 2024.
491 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2024.

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