LAM
LNC icon

Lyrical Asset Management’s Lincoln National LNC Stock Holding History

Lyrical Asset 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
2023
Q1 		– Sell
-3,384,867
Closed -$149M – 41
2022
Q4 		$149M Sell
3,384,867
-172,100
-5% -$6.83M 3.14% 13
2022
Q3 		$156M Sell
3,556,967
-411,618
-10% -$19.8M 3.23% 12
2022
Q2 		$186M Sell
3,968,585
-178,951
-4% -$10.2M 3.23% 15
2022
Q1 		$271M Buy
4,147,536
+49,765
+1% +$3.4M 3.75% 6
2021
Q4 		$280M Sell
4,097,771
-334,725
-8% -$23.6M 3.75% 9
2021
Q3 		$305M Sell
4,432,496
-142,000
-3% -$9.28M 3.91% 7
2021
Q2 		$287M Sell
4,574,496
-362,732
-7% -$23.9M 3.48% 11
2021
Q1 		$307M Buy
4,937,228
+149,662
+3% +$8.27M 3.61% 11
2020
Q4 		$241M Buy
4,787,566
+85,943
+2% +$3.65M 3.32% 13
2020
Q3 		$147M Sell
4,701,623
-86,645
-2% -$3.09M 2.68% 16
2020
Q2 		$176M Buy
4,788,268
+156,422
+3% +$5.51M 3.47% 11
2020
Q1 		$122M Sell
4,631,846
-380,216
-8% -$18M 3% 15
2019
Q4 		$296M Buy
5,012,062
+216,444
+5% +$12.7M 4.02% 10
2019
Q3 		$289M Sell
4,795,618
-365,636
-7% -$21.9M 4.35% 8
2019
Q2 		$333M Sell
5,161,254
-26,844
-0.5% -$1.72M 4.6% 6
2019
Q1 		$305M Buy
5,188,098
+285,521
+6% +$16.9M 4.08% 8
2018
Q4 		$252M Sell
4,902,577
-165,874
-3% -$10.1M 3.8% 8
2018
Q3 		$343M Buy
5,068,451
+247,509
+5% +$16.3M 4.13% 9
2018
Q2 		$300M Buy
4,820,942
+90,069
+2% +$6.16M 3.75% 10
2018
Q1 		$346M Buy
4,730,873
+313,152
+7% +$24.6M 4.23% 4
2017
Q4 		$340M Buy
4,417,721
+109,845
+3% +$8.31M 4.15% 5
2017
Q3 		$317M Buy
4,307,876
+138,139
+3% +$9.75M 4.13% 4
2017
Q2 		$282M Buy
4,169,737
+520,169
+14% +$34.4M 3.97% 5
2017
Q1 		$239M Buy
3,649,568
+194,461
+6% +$13.3M 3.83% 6
2016
Q4 		$229M Buy
3,455,107
+56,261
+2% +$3.27M 4.08% 2
2016
Q3 		$160M Sell
3,398,846
-87,673
-3% -$3.93M 3.13% 16
2016
Q2 		$135M Buy
+3,486,519
New +$148M 2.82% 20

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lyrical Asset Management's LNC Position: Q1 2023 in Review

Lyrical Asset Management sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 3,384,867 shares — an estimated $149M sold.

Lyrical Asset Management first reported a position in LNC in Q2 2016 and held it in 27 quarters. The position peaked at $346M in Q1 2018. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Lyrical Asset Management reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Lyrical Asset Management sold 3,384,867 Lincoln National shares in Q1 2023, an estimated $149M.
  • Lyrical Asset Management first reported a position in Lincoln National in Q2 2016 and held it in 27 quarters.
  • Lyrical Asset Management's Lincoln National position peaked at $346M in Q1 2018.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Lyrical Asset Management's 13F filing for Q1 2023, filed 12 May 2023.