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Lincoln National Corp’s Sony SONY Stock Holding History

Lincoln National Corp’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,265
Closed -$279K – 971
2024
Q1 		$279K Sell
16,265
-50
-0.3% -$919 ﹤0.01% 998
2023
Q4 		$309K Sell
16,315
-5,345
-25% -$92.7K 0.01% 861
2023
Q3 		$357K Buy
21,660
+1,335
+7% +$23.3K 0.01% 721
2023
Q2 		$366K Sell
20,325
-285
-1% -$5.35K 0.01% 714
2023
Q1 		$374K Buy
20,610
+1,625
+9% +$28.2K 0.01% 686
2022
Q4 		$290K Buy
+18,985
New +$284K 0.01% 729
2022
Q2 		– Sell
-25,195
Closed -$518K – 931
2022
Q1 		$518K Buy
25,195
+5,155
+26% +$112K 0.01% 509
2021
Q4 		$507K Buy
20,040
+1,615
+9% +$38.5K 0.01% 520
2021
Q3 		$407K Hold
18,425
– – 0.01% 567
2021
Q2 		$358K Buy
18,425
+235
+1% +$4.76K 0.01% 600
2021
Q1 		$386K Sell
18,190
-3,630
-17% -$76.7K 0.01% 525
2020
Q4 		$441K Buy
+21,820
New +$379K 0.01% 449

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $7.93B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Lincoln National Corp sold out of Sony (SONY) in Q2 2024, closing a stake of 16,265 shares — an estimated $279K sold.

Lincoln National Corp first reported a position in SONY in Q4 2020 and held it in 12 quarters. The position peaked at $518K in Q1 2022. 651 funds tracked by Wall St. Rank hold SONY as of Q2 2024.

  • Lincoln National Corp reported no remaining Sony position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 16,265 Sony shares in Q2 2024, an estimated $279K.
  • Lincoln National Corp first reported a position in Sony in Q4 2020 and held it in 12 quarters.
  • Lincoln National Corp's Sony position peaked at $518K in Q1 2022.
  • 651 funds tracked by Wall St. Rank held Sony as of Q2 2024.

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