Lincoln National Corp’s Rio Tinto RIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,209	Closed	-$268K	–	896
2024 Q1	$268K	Sell	4,209 -774	-16%	-$51.8K	﹤0.01%	1017
2023 Q4	$371K	Sell	4,983 -4,542	-48%	-$305K	0.01%	788
2023 Q3	$606K	Buy	9,525 +937	+11%	+$59.8K	0.01%	542
2023 Q2	$548K	Buy	8,588 +1,426	+20%	+$91.7K	0.01%	570
2023 Q1	$491K	Buy	7,162 +28	+0.4%	+$2.03K	0.01%	595
2022 Q4	$508K	Buy	+7,134	New	+$448K	0.01%	532
2018 Q1	–	Sell	-6,200	Closed	-$328K	–	592
2017 Q4	$328K	Buy	+6,200	New	+$303K	0.01%	468

Other funds holding RIO

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lincoln National Corp sold out of Rio Tinto (RIO) in Q2 2024, closing a stake of 4,209 shares — an estimated $268K sold.

Lincoln National Corp first reported a position in RIO in Q4 2017 and held it in 7 quarters. The position peaked at $606K in Q3 2023. 753 funds tracked by Wall St. Rank hold RIO as of Q2 2024.

Lincoln National Corp reported no remaining Rio Tinto position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 4,209 Rio Tinto shares in Q2 2024, an estimated $268K.
Lincoln National Corp first reported a position in Rio Tinto in Q4 2017 and held it in 7 quarters.
Lincoln National Corp's Rio Tinto position peaked at $606K in Q3 2023.
753 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2024.

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