LNC
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Lincoln National Corp’s United Bankshares UBSI Stock Holding History

Lincoln National Corp’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,037
Closed -$395K – 1063
2024
Q1 		$395K Sell
11,037
-147
-1% -$5.2K 0.01% 840
2023
Q4 		$420K Buy
11,184
+837
+8% +$26.6K 0.01% 735
2023
Q3 		$285K Sell
10,347
-543
-5% -$16.4K 0.01% 809
2023
Q2 		$323K Buy
10,890
+577
+6% +$18.2K 0.01% 760
2023
Q1 		$363K Sell
10,313
-6,891
-40% -$270K 0.01% 701
2022
Q4 		$697K Buy
17,204
+87
+0.5% +$3.53K 0.02% 448
2022
Q3 		$612K Buy
17,117
+293
+2% +$10.9K 0.02% 439
2022
Q2 		$590K Buy
16,824
+49
+0.3% +$1.72K 0.01% 458
2022
Q1 		$585K Buy
16,775
+76
+0.5% +$2.76K 0.01% 479
2021
Q4 		$606K Buy
16,699
+46
+0.3% +$1.69K 0.01% 470
2021
Q3 		$606K Buy
16,653
+43
+0.3% +$1.5K 0.01% 447
2021
Q2 		$606K Buy
16,610
+41
+0.2% +$1.61K 0.01% 434
2021
Q1 		$639K Buy
16,569
+50
+0.3% +$1.83K 0.02% 400
2020
Q4 		$536K Buy
16,519
+73
+0.4% +$2.06K 0.01% 405
2020
Q3 		$353K Sell
16,446
-642
-4% -$16.7K 0.01% 460
2020
Q2 		$473K Buy
+17,088
New +$459K 0.02% 385
2018
Q1 		– Sell
-7,793
Closed -$271K – 614
2017
Q4 		$271K Buy
+7,793
New +$281K 0.01% 528

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Lincoln National Corp sold out of United Bankshares (UBSI) in Q2 2024, closing a stake of 11,037 shares — an estimated $395K sold.

Lincoln National Corp first reported a position in UBSI in Q4 2017 and held it in 17 quarters. The position peaked at $697K in Q4 2022. 304 funds tracked by Wall St. Rank hold UBSI as of Q2 2024.

  • Lincoln National Corp reported no remaining United Bankshares position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 11,037 United Bankshares shares in Q2 2024, an estimated $395K.
  • Lincoln National Corp first reported a position in United Bankshares in Q4 2017 and held it in 17 quarters.
  • Lincoln National Corp's United Bankshares position peaked at $697K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held United Bankshares as of Q2 2024.

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