LNC
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Lincoln National Corp’s Simon Property Group SPG Stock Holding History

Lincoln National Corp’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,523
Closed -$395K – 977
2024
Q1 		$395K Buy
2,523
+442
+21% +$64.8K 0.01% 841
2023
Q4 		$297K Sell
2,081
-418
-17% -$50.5K 0.01% 872
2023
Q3 		$270K Buy
2,499
+170
+7% +$19.9K 0.01% 839
2023
Q2 		$269K Sell
2,329
-107
-4% -$11.7K 0.01% 837
2023
Q1 		$273K Sell
2,436
-61
-2% -$7.28K 0.01% 807
2022
Q4 		$293K Sell
2,497
-12,844
-84% -$1.43M 0.01% 723
2022
Q3 		$1.38M Buy
15,341
+1,556
+11% +$159K 0.03% 277
2022
Q2 		$1.31M Sell
13,785
-854
-6% -$97.9K 0.03% 284
2022
Q1 		$1.93M Buy
14,639
+2,554
+21% +$364K 0.04% 233
2021
Q4 		$1.93M Buy
12,085
+2,043
+20% +$312K 0.04% 227
2021
Q3 		$1.3M Buy
10,042
+1,097
+12% +$143K 0.03% 276
2021
Q2 		$1.17M Buy
8,945
+4,826
+117% +$600K 0.03% 282
2021
Q1 		$469K Sell
4,119
-90
-2% -$9.39K 0.01% 480
2020
Q4 		$359K Buy
4,209
+198
+5% +$15.1K 0.01% 524
2020
Q3 		$259K Sell
4,011
-171
-4% -$11.2K 0.01% 547
2020
Q2 		$286K Buy
+4,182
New +$262K 0.01% 506
2020
Q1 		– Sell
-1,445
Closed -$215K – 664
2019
Q4 		$215K Buy
+1,445
New +$217K 0.01% 587

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Lincoln National Corp sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 2,523 shares — an estimated $395K sold.

Lincoln National Corp first reported a position in SPG in Q4 2019 and held it in 17 quarters. The position peaked at $1.93M in Q4 2021. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

  • Lincoln National Corp reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 2,523 Simon Property Group shares in Q2 2024, an estimated $395K.
  • Lincoln National Corp first reported a position in Simon Property Group in Q4 2019 and held it in 17 quarters.
  • Lincoln National Corp's Simon Property Group position peaked at $1.93M in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

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