LNC
ZM icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return