LNC
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Lincoln National Corp’s MSCI MSCI Stock Holding History

Lincoln National Corp’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-852
Closed -$477K – 744
2024
Q1 		$477K Sell
852
-43
-5% -$24.2K 0.01% 767
2023
Q4 		$506K Sell
895
-145
-14% -$74.8K 0.01% 665
2023
Q3 		$534K Sell
1,040
-58
-5% -$30.5K 0.01% 582
2023
Q2 		$515K Sell
1,098
-450
-29% -$220K 0.01% 589
2023
Q1 		$867K Buy
1,548
+324
+26% +$171K 0.02% 424
2022
Q4 		$569K Buy
1,224
+512
+72% +$238K 0.01% 495
2022
Q3 		$301K Buy
+712
New +$326K 0.01% 657
2021
Q2 		– Sell
-530
Closed -$222K – 867
2021
Q1 		$222K Buy
+530
New +$223K 0.01% 727
2020
Q4 		– Sell
-582
Closed -$208K – 770
2020
Q3 		$208K Buy
+582
New +$211K 0.01% 621
2018
Q2 		– Sell
-1,406
Closed -$210K – 513
2018
Q1 		$210K Buy
+1,406
New +$202K 0.01% 443

Other funds holding MSCI

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Lincoln National Corp sold out of MSCI (MSCI) in Q2 2024, closing a stake of 852 shares — an estimated $477K sold.

Lincoln National Corp first reported a position in MSCI in Q1 2018 and held it in 10 quarters. The position peaked at $867K in Q1 2023. 937 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Lincoln National Corp reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 852 MSCI shares in Q2 2024, an estimated $477K.
  • Lincoln National Corp first reported a position in MSCI in Q1 2018 and held it in 10 quarters.
  • Lincoln National Corp's MSCI position peaked at $867K in Q1 2023.
  • 937 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

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