LNC
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Lincoln National Corp’s S&P Global SPGI Stock Holding History

Lincoln National Corp’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,935
Closed -$823K – 978
2024
Q1 		$823K Buy
1,935
+340
+21% +$147K 0.01% 577
2023
Q4 		$703K Buy
1,595
+14
+0.9% +$5.53K 0.01% 555
2023
Q3 		$578K Buy
1,581
+240
+18% +$94.4K 0.01% 558
2023
Q2 		$538K Buy
1,341
+236
+21% +$86.2K 0.01% 576
2023
Q1 		$381K Buy
1,105
+299
+37% +$105K 0.01% 677
2022
Q4 		$270K Buy
806
+36
+5% +$11.9K 0.01% 759
2022
Q3 		$235K Buy
770
+110
+17% +$39.4K 0.01% 753
2022
Q2 		$222K Sell
660
-1,476
-69% -$526K 0.01% 766
2022
Q1 		$876K Buy
2,136
+47
+2% +$19.1K 0.02% 380
2021
Q4 		$986K Buy
2,089
+120
+6% +$54.9K 0.02% 349
2021
Q3 		$837K Sell
1,969
-53
-3% -$23K 0.02% 367
2021
Q2 		$830K Buy
2,022
+106
+6% +$40.7K 0.02% 359
2021
Q1 		$676K Sell
1,916
-208
-10% -$69.2K 0.02% 383
2020
Q4 		$699K Buy
+2,124
New +$716K 0.02% 347

Other funds holding SPGI

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lincoln National Corp sold out of S&P Global (SPGI) in Q2 2024, closing a stake of 1,935 shares — an estimated $823K sold.

Lincoln National Corp first reported a position in SPGI in Q4 2020 and held it in 14 quarters. The position peaked at $986K in Q4 2021. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

  • Lincoln National Corp reported no remaining S&P Global position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,935 S&P Global shares in Q2 2024, an estimated $823K.
  • Lincoln National Corp first reported a position in S&P Global in Q4 2020 and held it in 14 quarters.
  • Lincoln National Corp's S&P Global position peaked at $986K in Q4 2021.
  • 1,834 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

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