LNC
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Lincoln National Corp’s Shell SHEL Stock Holding History

Lincoln National Corp’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,699
Closed -$1.05M – 946
2024
Q1 		$1.05M Buy
15,699
+1,454
+10% +$93.2K 0.02% 507
2023
Q4 		$937K Buy
14,245
+2,704
+23% +$177K 0.02% 478
2023
Q3 		$743K Buy
11,541
+3,641
+46% +$227K 0.02% 486
2023
Q2 		$477K Buy
7,900
+1,488
+23% +$89.3K 0.01% 623
2023
Q1 		$369K Sell
6,412
-1,233
-16% -$72.5K 0.01% 691
2022
Q4 		$435K Buy
7,645
+2,502
+49% +$138K 0.01% 573
2022
Q3 		$256K Buy
5,143
+484
+10% +$24.9K 0.01% 711
2022
Q2 		$244K Buy
4,659
+693
+17% +$38.9K 0.01% 733
2022
Q1 		$218K Buy
+3,966
New +$211K ﹤0.01% 834

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Lincoln National Corp sold out of Shell (SHEL) in Q2 2024, closing a stake of 15,699 shares — an estimated $1.05M sold.

Lincoln National Corp first reported a position in SHEL in Q1 2022 and held it in 9 quarters. The position peaked at $1.05M in Q1 2024. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Lincoln National Corp reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 15,699 Shell shares in Q2 2024, an estimated $1.05M.
  • Lincoln National Corp first reported a position in Shell in Q1 2022 and held it in 9 quarters.
  • Lincoln National Corp's Shell position peaked at $1.05M in Q1 2024.
  • 1,383 funds tracked by Wall St. Rank held Shell as of Q2 2024.

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