Lincoln National Corp’s Strategy Inc MSTR Stock Holding History

Lincoln National Corp’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,580	Closed	-$610K	–	749
2024 Q1	$610K	Sell	3,580 -2,530	-41%	-$231K	0.01%	679
2023 Q4	$386K	Hold	6,110	–	–	0.01%	770
2023 Q3	$201K	Buy	+6,110	New	+$230K	﹤0.01%	972
2022 Q2	–	Sell	-5,260	Closed	-$256K	–	911
2022 Q1	$256K	Buy	+5,260	New	+$228K	0.01%	771

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lincoln National Corp sold out of Strategy Inc (MSTR) in Q2 2024, closing a stake of 3,580 shares — an estimated $610K sold.

Lincoln National Corp first reported a position in MSTR in Q1 2022 and held it in 4 quarters. The position peaked at $610K in Q1 2024. 591 funds tracked by Wall St. Rank hold MSTR as of Q2 2024.

Lincoln National Corp reported no remaining Strategy Inc position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 3,580 Strategy Inc shares in Q2 2024, an estimated $610K.
Lincoln National Corp first reported a position in Strategy Inc in Q1 2022 and held it in 4 quarters.
Lincoln National Corp's Strategy Inc position peaked at $610K in Q1 2024.
591 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2024.

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