LNC
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Lincoln National Corp’s Lazard LAZ Stock Holding History

Lincoln National Corp’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,155
Closed -$213K – 1021
2022
Q4 		$213K Sell
6,155
-767
-11% -$27.3K ﹤0.01% 851
2022
Q3 		$220K Buy
6,922
+10
+0.1% +$360 0.01% 780
2022
Q2 		$224K Sell
6,912
-658
-9% -$22.2K 0.01% 761
2022
Q1 		$261K Buy
7,570
+286
+4% +$11.1K 0.01% 763
2021
Q4 		$318K Sell
7,284
-1,890
-21% -$88.4K 0.01% 686
2021
Q3 		$420K Buy
+9,174
New +$428K 0.01% 559

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lincoln National Corp's LAZ Position: Q1 2023 in Review

Lincoln National Corp sold out of Lazard (LAZ) in Q1 2023, closing a stake of 6,155 shares — an estimated $213K sold.

Lincoln National Corp first reported a position in LAZ in Q3 2021 and held it in 6 quarters. The position peaked at $420K in Q3 2021. 210 funds tracked by Wall St. Rank hold LAZ as of Q1 2023.

  • Lincoln National Corp reported no remaining Lazard position as of Q1 2023 after selling out during the quarter.
  • Lincoln National Corp sold 6,155 Lazard shares in Q1 2023, an estimated $213K.
  • Lincoln National Corp first reported a position in Lazard in Q3 2021 and held it in 6 quarters.
  • Lincoln National Corp's Lazard position peaked at $420K in Q3 2021.
  • 210 funds tracked by Wall St. Rank held Lazard as of Q1 2023.

Based on Lincoln National Corp's 13F filing for Q1 2023, filed 2 May 2023.