LNC
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Lincoln National Corp’s Block Inc XYZ Stock Holding History

Lincoln National Corp’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,392
Closed -$1.22M – 1179
2024
Q1 		$1.22M Buy
14,392
+7,874
+121% +$570K 0.02% 458
2023
Q4 		$504K Buy
6,518
+579
+10% +$32.7K 0.01% 666
2023
Q3 		$263K Sell
5,939
-2,310
-28% -$143K 0.01% 855
2023
Q2 		$549K Sell
8,249
-516
-6% -$32.2K 0.01% 569
2023
Q1 		$602K Buy
8,765
+98
+1% +$7.33K 0.01% 525
2022
Q4 		$545K Buy
8,667
+699
+9% +$43.1K 0.01% 514
2022
Q3 		$438K Buy
7,968
+186
+2% +$13.2K 0.01% 526
2022
Q2 		$478K Sell
7,782
-53
-0.7% -$4.84K 0.01% 490
2022
Q1 		$1.06M Sell
7,835
-176
-2% -$21.3K 0.02% 346
2021
Q4 		$1.29M Buy
8,011
+164
+2% +$35.5K 0.03% 295
2021
Q3 		$1.88M Sell
7,847
-203
-3% -$52.1K 0.04% 212
2021
Q2 		$1.96M Buy
8,050
+582
+8% +$135K 0.04% 204
2021
Q1 		$1.7M Sell
7,468
-758
-9% -$177K 0.04% 212
2020
Q4 		$1.79M Buy
8,226
+1,203
+17% +$235K 0.05% 193
2020
Q3 		$1.14M Sell
7,023
-6,449
-48% -$911K 0.03% 231
2020
Q2 		$1.41M Buy
13,472
+31
+0.2% +$2.37K 0.05% 193
2020
Q1 		$704K Buy
13,441
+842
+7% +$57.6K 0.03% 274
2019
Q4 		$788K Sell
12,599
-500
-4% -$31.9K 0.03% 308
2019
Q3 		$811K Buy
13,099
+759
+6% +$51.6K 0.03% 261
2019
Q2 		$895K Buy
12,340
+1,651
+15% +$115K 0.03% 219
2019
Q1 		$801K Buy
10,689
+2,255
+27% +$163K 0.03% 225
2018
Q4 		$473K Buy
8,434
+980
+13% +$69.2K 0.02% 280
2018
Q3 		$738K Buy
7,454
+1,127
+18% +$86.9K 0.03% 215
2018
Q2 		$390K Buy
6,327
+764
+14% +$42K 0.01% 313
2018
Q1 		$274K Buy
+5,563
New +$255K 0.01% 390

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lincoln National Corp sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 14,392 shares — an estimated $1.22M sold.

Lincoln National Corp first reported a position in XYZ in Q1 2018 and held it in 25 quarters. The position peaked at $1.96M in Q2 2021. 1,002 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Lincoln National Corp reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 14,392 Block Inc shares in Q2 2024, an estimated $1.22M.
  • Lincoln National Corp first reported a position in Block Inc in Q1 2018 and held it in 25 quarters.
  • Lincoln National Corp's Block Inc position peaked at $1.96M in Q2 2021.
  • 1,002 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

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