LNC
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Lincoln National Corp’s Suncor Energy SU Stock Holding History

Lincoln National Corp’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,797
Closed -$251K – 1007
2024
Q1 		$251K Sell
6,797
-1,023
-13% -$34.4K ﹤0.01% 1041
2023
Q4 		$251K Buy
+7,820
New +$255K ﹤0.01% 950
2022
Q2 		– Sell
-8,382
Closed -$273K – 936
2022
Q1 		$273K Buy
8,382
+205
+3% +$6.08K 0.01% 741
2021
Q4 		$205K Buy
+8,177
New +$199K ﹤0.01% 844
2020
Q3 		– Sell
-15,891
Closed -$268K – 711
2020
Q2 		$268K Sell
15,891
-14,550
-48% -$249K 0.01% 522
2020
Q1 		$481K Buy
30,441
+372
+1% +$9.75K 0.02% 344
2019
Q4 		$986K Buy
30,069
+55
+0.2% +$1.72K 0.03% 264
2019
Q3 		$948K Buy
30,014
+7,085
+31% +$213K 0.04% 233
2019
Q2 		$714K Buy
22,929
+89
+0.4% +$2.85K 0.03% 253
2019
Q1 		$741K Buy
22,840
+894
+4% +$29.1K 0.03% 244
2018
Q4 		$614K Sell
21,946
-6
-0% -$199 0.03% 234
2018
Q3 		$849K Buy
21,952
+4
+0% +$162 0.03% 197
2018
Q2 		$893K Sell
21,948
-2,787
-11% -$109K 0.03% 181
2018
Q1 		$854K Sell
24,735
-25,027
-50% -$872K 0.03% 184
2017
Q4 		$1.83M Buy
49,762
+24,711
+99% +$858K 0.06% 158
2017
Q3 		$878K Buy
25,051
+5
+0% +$160 0.04% 155
2017
Q2 		$731K Buy
25,046
+463
+2% +$14.2K 0.03% 155
2017
Q1 		$756K Sell
24,583
-146
-0.6% -$4.6K 0.04% 141
2016
Q4 		$808K Buy
24,729
+3
+0% +$92 0.04% 139
2016
Q3 		$687K Buy
24,726
+86
+0.3% +$2.35K 0.04% 147
2016
Q2 		$683K Buy
24,640
+10,023
+69% +$275K 0.04% 144
2016
Q1 		$406K Buy
+14,617
New +$354K 0.03% 163

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Lincoln National Corp sold out of Suncor Energy (SU) in Q2 2024, closing a stake of 6,797 shares — an estimated $251K sold.

Lincoln National Corp first reported a position in SU in Q1 2016 and held it in 22 quarters. The position peaked at $1.83M in Q4 2017. 635 funds tracked by Wall St. Rank hold SU as of Q2 2024.

  • Lincoln National Corp reported no remaining Suncor Energy position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 6,797 Suncor Energy shares in Q2 2024, an estimated $251K.
  • Lincoln National Corp first reported a position in Suncor Energy in Q1 2016 and held it in 22 quarters.
  • Lincoln National Corp's Suncor Energy position peaked at $1.83M in Q4 2017.
  • 635 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

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