LNC
LYG icon

Lincoln National Corp’s Lloyds Banking Group LYG Stock Holding History

Lincoln National Corp’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,536
Closed -$105K – 698
2024
Q1 		$105K Sell
40,536
-9,451
-19% -$21.7K ﹤0.01% 1178
2023
Q4 		$119K Buy
49,987
+2,974
+6% +$6.37K ﹤0.01% 1075
2023
Q3 		$100K Buy
47,013
+14,524
+45% +$31.5K ﹤0.01% 997
2023
Q2 		$71.5K Buy
32,489
+7,427
+30% +$17K ﹤0.01% 998
2023
Q1 		$58.1K Sell
25,062
-5,179
-17% -$12.5K ﹤0.01% 968
2022
Q4 		$66.5K Buy
+30,241
New +$62.2K ﹤0.01% 905
2018
Q1 		– Sell
-10,690
Closed -$40K – 564
2017
Q4 		$40K Buy
+10,690
New +$38.5K ﹤0.01% 632

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Lincoln National Corp sold out of Lloyds Banking Group (LYG) in Q2 2024, closing a stake of 40,536 shares — an estimated $105K sold.

Lincoln National Corp first reported a position in LYG in Q4 2017 and held it in 7 quarters. The position peaked at $119K in Q4 2023. 425 funds tracked by Wall St. Rank hold LYG as of Q2 2024.

  • Lincoln National Corp reported no remaining Lloyds Banking Group position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 40,536 Lloyds Banking Group shares in Q2 2024, an estimated $105K.
  • Lincoln National Corp first reported a position in Lloyds Banking Group in Q4 2017 and held it in 7 quarters.
  • Lincoln National Corp's Lloyds Banking Group position peaked at $119K in Q4 2023.
  • 425 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2024.

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