Lincoln National Corp’s Nu Holdings NU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-39,999	Closed	-$477K	–	774
2024 Q1	$477K	Sell	39,999 -345	-0.9%	-$3.52K	0.01%	768
2023 Q4	$336K	Buy	40,344 +5,225	+15%	+$42.2K	0.01%	827
2023 Q3	$255K	Buy	35,119 +20,710	+144%	+$155K	0.01%	865
2023 Q2	$114K	Hold	14,409	–	–	﹤0.01%	988
2023 Q1	$68.6K	Buy	+14,409	New	+$64.2K	﹤0.01%	963

Other funds holding NU

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

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

Lincoln National Corp sold out of Nu Holdings (NU) in Q2 2024, closing a stake of 39,999 shares — an estimated $477K sold.

Lincoln National Corp first reported a position in NU in Q1 2023 and held it in 5 quarters. The position peaked at $477K in Q1 2024. 605 funds tracked by Wall St. Rank hold NU as of Q2 2024.

Lincoln National Corp reported no remaining Nu Holdings position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 39,999 Nu Holdings shares in Q2 2024, an estimated $477K.
Lincoln National Corp first reported a position in Nu Holdings in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's Nu Holdings position peaked at $477K in Q1 2024.
605 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2024.

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