Longfellow Investment Management’s Lincoln National LNC Stock Holding History

Longfellow Investment Management’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,517	Closed	-$302K	–	296
2024 Q4	$302K	Sell	9,517 -611	-6%	-$20.4K	0.08%	124
2024 Q3	$319K	Buy	10,128 +61	+0.6%	+$1.9K	0.08%	127
2024 Q2	$313K	Buy	10,067 +69	+0.7%	+$2.09K	0.08%	120
2024 Q1	$319K	Sell	9,998 -10,822	-52%	-$299K	0.07%	125
2023 Q4	$562K	Sell	20,820 -52,900	-72%	-$1.27M	0.14%	85
2023 Q3	$1.82M	Sell	73,720 -11,200	-13%	-$293K	0.48%	32
2023 Q2	$2.19M	Buy	84,920 +54,203	+176%	+$1.19M	0.5%	26
2023 Q1	$690K	Buy	30,717 +13,383	+77%	+$398K	0.16%	89
2022 Q4	$533K	Buy	+17,334	New	+$688K	0.12%	115

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Longfellow Investment Management's LNC Position: Q1 2025 in Review

Longfellow Investment Management sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 9,517 shares — an estimated $302K sold.

Longfellow Investment Management first reported a position in LNC in Q4 2022 and held it in 9 quarters. The position peaked at $2.19M in Q2 2023. 570 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

Longfellow Investment Management reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
Longfellow Investment Management sold 9,517 Lincoln National shares in Q1 2025, an estimated $302K.
Longfellow Investment Management first reported a position in Lincoln National in Q4 2022 and held it in 9 quarters.
Longfellow Investment Management's Lincoln National position peaked at $2.19M in Q2 2023.
570 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.