LNC
SONY icon

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 $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return