LNC
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Lincoln National Corp’s Moody's MCO Stock Holding History

Lincoln National Corp’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,177
Closed -$463K – 710
2024
Q1 		$463K Sell
1,177
-250
-18% -$96.4K 0.01% 781
2023
Q4 		$557K Buy
1,427
+80
+6% +$27.8K 0.01% 634
2023
Q3 		$426K Buy
1,347
+73
+6% +$24.8K 0.01% 649
2023
Q2 		$443K Buy
1,274
+33
+3% +$10.5K 0.01% 654
2023
Q1 		$380K Buy
1,241
+15
+1% +$4.53K 0.01% 678
2022
Q4 		$342K Buy
1,226
+261
+27% +$71.4K 0.01% 655
2022
Q3 		$235K Buy
965
+15
+2% +$4.36K 0.01% 752
2022
Q2 		$259K Buy
950
+170
+22% +$50.9K 0.01% 710
2022
Q1 		$263K Buy
780
+20
+3% +$6.73K 0.01% 758
2021
Q4 		$297K Buy
760
+1
+0.1% +$386 0.01% 711
2021
Q3 		$270K Hold
759
– – 0.01% 726
2021
Q2 		$275K Hold
759
– – 0.01% 702
2021
Q1 		$227K Hold
759
– – 0.01% 718
2020
Q4 		$220K Buy
759
+1
+0.1% +$280 0.01% 675
2020
Q3 		$220K Sell
758
-22
-3% -$6.28K 0.01% 601
2020
Q2 		$214K Buy
+780
New +$198K 0.01% 590

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lincoln National Corp sold out of Moody's (MCO) in Q2 2024, closing a stake of 1,177 shares — an estimated $463K sold.

Lincoln National Corp first reported a position in MCO in Q2 2020 and held it in 16 quarters. The position peaked at $557K in Q4 2023. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Lincoln National Corp reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,177 Moody's shares in Q2 2024, an estimated $463K.
  • Lincoln National Corp first reported a position in Moody's in Q2 2020 and held it in 16 quarters.
  • Lincoln National Corp's Moody's position peaked at $557K in Q4 2023.
  • 1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

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