LNC
UL icon

Lincoln National Corp’s Unilever UL Stock Holding History

Lincoln National Corp’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,284
Closed -$355K – 1064
2024
Q1 		$355K Buy
6,284
+136
+2% +$7.53K 0.01% 879
2023
Q4 		$335K Buy
6,148
+538
+10% +$29K 0.01% 830
2023
Q3 		$312K Buy
5,610
+817
+17% +$47.2K 0.01% 772
2023
Q2 		$281K Buy
4,793
+169
+4% +$10K 0.01% 819
2023
Q1 		$270K Buy
4,624
+377
+9% +$21.4K 0.01% 812
2022
Q4 		$241K Sell
4,247
-2,444
-37% -$131K 0.01% 804
2022
Q3 		$330K Buy
6,691
+2,427
+57% +$127K 0.01% 617
2022
Q2 		$219K Buy
+4,264
New +$217K 0.01% 776
2022
Q1 		– Sell
-3,714
Closed -$224K – 956
2021
Q4 		$224K Sell
3,714
-146
-4% -$8.67K ﹤0.01% 809
2021
Q3 		$236K Buy
3,860
+407
+12% +$25.9K 0.01% 776
2021
Q2 		$227K Sell
3,453
-480
-12% -$31.9K ﹤0.01% 765
2021
Q1 		$247K Buy
3,933
+20
+0.5% +$1.27K 0.01% 687
2020
Q4 		$266K Buy
+3,913
New +$265K 0.01% 616
2018
Q1 		– Sell
-3,212
Closed -$200K – 615
2017
Q4 		$200K Buy
+3,212
New +$204K 0.01% 598

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lincoln National Corp sold out of Unilever (UL) in Q2 2024, closing a stake of 6,284 shares — an estimated $355K sold.

Lincoln National Corp first reported a position in UL in Q4 2017 and held it in 14 quarters. The position peaked at $355K in Q1 2024. 1,109 funds tracked by Wall St. Rank hold UL as of Q2 2024.

  • Lincoln National Corp reported no remaining Unilever position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 6,284 Unilever shares in Q2 2024, an estimated $355K.
  • Lincoln National Corp first reported a position in Unilever in Q4 2017 and held it in 14 quarters.
  • Lincoln National Corp's Unilever position peaked at $355K in Q1 2024.
  • 1,109 funds tracked by Wall St. Rank held Unilever as of Q2 2024.

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