LNC
MS icon

Lincoln National Corp’s Morgan Stanley MS Stock Holding History

Lincoln National Corp’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-42,628
Closed -$3.97M – 743
2024
Q1 		$3.97M Sell
42,628
-8,178
-16% -$720K 0.06% 190
2023
Q4 		$4.7M Buy
50,806
+2,941
+6% +$235K 0.08% 146
2023
Q3 		$3.88M Buy
47,865
+3,208
+7% +$279K 0.08% 151
2023
Q2 		$3.79M Buy
44,657
+3,474
+8% +$297K 0.07% 164
2023
Q1 		$3.59M Buy
41,183
+631
+2% +$58.9K 0.08% 160
2022
Q4 		$3.42M Buy
40,552
+4,377
+12% +$373K 0.08% 153
2022
Q3 		$2.83M Buy
36,175
+2,888
+9% +$243K 0.07% 158
2022
Q2 		$2.51M Buy
33,287
+5,162
+18% +$423K 0.06% 178
2022
Q1 		$2.43M Buy
28,125
+2,348
+9% +$227K 0.05% 201
2021
Q4 		$2.5M Buy
25,777
+1,298
+5% +$129K 0.05% 189
2021
Q3 		$2.35M Buy
24,479
+4,156
+20% +$412K 0.05% 185
2021
Q2 		$1.83M Buy
20,323
+11,050
+119% +$947K 0.04% 218
2021
Q1 		$700K Buy
9,273
+2,754
+42% +$211K 0.02% 376
2020
Q4 		$430K Buy
+6,519
New +$374K 0.01% 456
2018
Q1 		– Sell
-4,678
Closed -$239K – 571
2017
Q4 		$239K Buy
+4,678
New +$237K 0.01% 557

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Lincoln National Corp sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 42,628 shares — an estimated $3.97M sold.

Lincoln National Corp first reported a position in MS in Q4 2017 and held it in 15 quarters. The position peaked at $4.7M in Q4 2023. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Lincoln National Corp reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 42,628 Morgan Stanley shares in Q2 2024, an estimated $3.97M.
  • Lincoln National Corp first reported a position in Morgan Stanley in Q4 2017 and held it in 15 quarters.
  • Lincoln National Corp's Morgan Stanley position peaked at $4.7M in Q4 2023.
  • 1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

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