Loomis, Sayles & Company
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Loomis, Sayles & Company’s Lincoln National LNC Stock Holding History

Loomis, Sayles & Company’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
2024
Q1 		– Sell
-109
Closed -$3K – 855
2023
Q4 		$3K Buy
+109
New +$2.62K ﹤0.01% 936
2023
Q2 		– Sell
-478
Closed -$11K – 1034
2023
Q1 		$11K Buy
+478
New +$14.2K ﹤0.01% 822
2022
Q4 		– Sell
-28
Closed -$1K – 931
2022
Q3 		$1K Sell
28
-338
-92% -$16.3K ﹤0.01% 910
2022
Q2 		$17K Buy
366
+28
+8% +$1.6K ﹤0.01% 610
2022
Q1 		$22K Sell
338
-162
-32% -$11.1K ﹤0.01% 625
2021
Q4 		$34K Sell
500
-45
-8% -$3.17K ﹤0.01% 632
2021
Q3 		$37K Buy
545
+145
+36% +$9.47K ﹤0.01% 620
2021
Q2 		$25K Sell
400
-188
-32% -$12.4K ﹤0.01% 648
2021
Q1 		$37K Buy
588
+501
+576% +$27.7K ﹤0.01% 583
2020
Q4 		$4K Buy
+87
New +$3.7K ﹤0.01% 772
2020
Q3 		– Sell
-8,251
Closed -$304K – 697
2020
Q2 		$304K Buy
+8,251
New +$290K ﹤0.01% 492
2020
Q1 		– Sell
-180
Closed -$11K – 762
2019
Q4 		$11K Sell
180
-856
-83% -$50.4K ﹤0.01% 698
2019
Q3 		$62K Buy
+1,036
New +$62K ﹤0.01% 628
2016
Q1 		– Sell
-589
Closed -$30K – 1101
2015
Q4 		$30K Hold
589
– – ﹤0.01% 756
2015
Q3 		$28K Sell
589
-164
-22% -$8.79K ﹤0.01% 821
2015
Q2 		$45K Buy
+753
New +$44.1K ﹤0.01% 689

Other funds holding LNC

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loomis, Sayles & Company's LNC Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 109 shares — an estimated $3K sold.

Loomis, Sayles & Company first reported a position in LNC in Q2 2015 and held it in 16 quarters. The position peaked at $304K in Q2 2020. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 109 Lincoln National shares in Q1 2024, an estimated $3K.
  • Loomis, Sayles & Company first reported a position in Lincoln National in Q2 2015 and held it in 16 quarters.
  • Loomis, Sayles & Company's Lincoln National position peaked at $304K in Q2 2020.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.