LNC
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Lincoln National Corp’s Otis Worldwide OTIS Stock Holding History

Lincoln National Corp’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,624
Closed -$658K – 804
2024
Q1 		$658K Buy
6,624
+1,371
+26% +$127K 0.01% 649
2023
Q4 		$470K Buy
5,253
+1,347
+34% +$112K 0.01% 699
2023
Q3 		$314K Sell
3,906
-597
-13% -$51.1K 0.01% 761
2023
Q2 		$401K Sell
4,503
-91
-2% -$7.67K 0.01% 687
2023
Q1 		$388K Sell
4,594
-90
-2% -$7.45K 0.01% 670
2022
Q4 		$367K Sell
4,684
-615
-12% -$45.4K 0.01% 629
2022
Q3 		$338K Sell
5,299
-277
-5% -$20.3K 0.01% 608
2022
Q2 		$394K Buy
5,576
+351
+7% +$25.9K 0.01% 550
2022
Q1 		$402K Sell
5,225
-426
-8% -$34K 0.01% 614
2021
Q4 		$492K Buy
5,651
+869
+18% +$72.7K 0.01% 531
2021
Q3 		$393K Hold
4,782
– – 0.01% 584
2021
Q2 		$391K Buy
4,782
+264
+6% +$20.3K 0.01% 570
2021
Q1 		$309K Buy
4,518
+190
+4% +$12.4K 0.01% 611
2020
Q4 		$293K Buy
4,328
+65
+2% +$4.22K 0.01% 582
2020
Q3 		$266K Buy
4,263
+199
+5% +$12.2K 0.01% 542
2020
Q2 		$231K Buy
+4,064
New +$211K 0.01% 564

Other funds holding OTIS

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Lincoln National Corp sold out of Otis Worldwide (OTIS) in Q2 2024, closing a stake of 6,624 shares — an estimated $658K sold.

Lincoln National Corp first reported a position in OTIS in Q2 2020 and held it in 16 quarters. The position peaked at $658K in Q1 2024. 1,191 funds tracked by Wall St. Rank hold OTIS as of Q2 2024.

  • Lincoln National Corp reported no remaining Otis Worldwide position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 6,624 Otis Worldwide shares in Q2 2024, an estimated $658K.
  • Lincoln National Corp first reported a position in Otis Worldwide in Q2 2020 and held it in 16 quarters.
  • Lincoln National Corp's Otis Worldwide position peaked at $658K in Q1 2024.
  • 1,191 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2024.

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