LNC
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Lincoln National Corp’s KKR & Co KKR Stock Holding History

Lincoln National Corp’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,910
Closed -$1.5M – 660
2024
Q1 		$1.5M Buy
14,910
+4,385
+42% +$403K 0.02% 399
2023
Q4 		$872K Buy
10,525
+274
+3% +$18.6K 0.02% 497
2023
Q3 		$631K Buy
10,251
+1,962
+24% +$119K 0.01% 527
2023
Q2 		$464K Buy
8,289
+3,118
+60% +$163K 0.01% 642
2023
Q1 		$272K Buy
+5,171
New +$277K 0.01% 809

Other funds holding KKR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Lincoln National Corp sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 14,910 shares — an estimated $1.5M sold.

Lincoln National Corp first reported a position in KKR in Q1 2023 and held it in 5 quarters. The position peaked at $1.5M in Q1 2024. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • Lincoln National Corp reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 14,910 KKR & Co shares in Q2 2024, an estimated $1.5M.
  • Lincoln National Corp first reported a position in KKR & Co in Q1 2023 and held it in 5 quarters.
  • Lincoln National Corp's KKR & Co position peaked at $1.5M in Q1 2024.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

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