LNC
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Lincoln National Corp’s Zoom ZM Stock Holding History

Lincoln National Corp’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,415
Closed -$246K – 1249
2023
Q4 		$246K Sell
3,415
-160
-4% -$10.6K ﹤0.01% 958
2023
Q3 		$250K Sell
3,575
-191
-5% -$13.3K 0.01% 872
2023
Q2 		$256K Sell
3,766
-295
-7% -$19.7K 0.01% 859
2023
Q1 		$300K Buy
4,061
+750
+23% +$54K 0.01% 772
2022
Q4 		$224K Sell
3,311
-374
-10% -$28.4K 0.01% 830
2022
Q3 		$271K Buy
3,685
+504
+16% +$48K 0.01% 694
2022
Q2 		$344K Sell
3,181
-205
-6% -$21.6K 0.01% 599
2022
Q1 		$396K Buy
3,386
+29
+0.9% +$3.94K 0.01% 625
2021
Q4 		$617K Buy
3,357
+991
+42% +$233K 0.01% 461
2021
Q3 		$619K Sell
2,366
-89
-4% -$30K 0.01% 439
2021
Q2 		$950K Buy
2,455
+1,081
+79% +$360K 0.02% 332
2021
Q1 		$441K Buy
1,374
+501
+57% +$184K 0.01% 499
2020
Q4 		$295K Sell
873
-170
-16% -$75.8K 0.01% 580
2020
Q3 		$491K Sell
1,043
-100
-9% -$32K 0.01% 383
2020
Q2 		$290K Buy
+1,143
New +$206K 0.01% 504

Other funds holding ZM

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Lincoln National Corp's ZM Position: Q1 2024 in Review

Lincoln National Corp sold out of Zoom (ZM) in Q1 2024, closing a stake of 3,415 shares — an estimated $246K sold.

Lincoln National Corp first reported a position in ZM in Q2 2020 and held it in 15 quarters. The position peaked at $950K in Q2 2021. 673 funds tracked by Wall St. Rank hold ZM as of Q1 2024.

  • Lincoln National Corp reported no remaining Zoom position as of Q1 2024 after selling out during the quarter.
  • Lincoln National Corp sold 3,415 Zoom shares in Q1 2024, an estimated $246K.
  • Lincoln National Corp first reported a position in Zoom in Q2 2020 and held it in 15 quarters.
  • Lincoln National Corp's Zoom position peaked at $950K in Q2 2021.
  • 673 funds tracked by Wall St. Rank held Zoom as of Q1 2024.

Based on Lincoln National Corp's 13F filing for Q1 2024, filed 2 May 2024.