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M&G Investment Management’s Lincoln National LNC Stock Holding History

M&G 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
2023
Q4 		$9.41M Buy
348,641
+27,441
+9% +$660K 0.03% 213
2023
Q3 		$8.03M Buy
321,200
+27,722
+9% +$725K 0.04% 219
2023
Q2 		$7.63M Buy
+293,478
New +$6.44M 0.03% 225

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

M&G Investment Management's LNC Position: Q4 2023 in Review

M&G Investment Management increased its Lincoln National (LNC) stake by 8.5% in Q4 2023, buying an estimated $660K and bringing the position to 348,641 shares worth $9.41M. The position accounts for 0.03% of the portfolio, ranked #213.

M&G Investment Management first reported a position in LNC in Q2 2023 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

  • M&G Investment Management held 348,641 shares of Lincoln National worth $9.41M as of Q4 2023.
  • M&G Investment Management bought 27,441 Lincoln National shares in Q4 2023, an estimated $660K.
  • Lincoln National made up 0.03% of M&G Investment Management's portfolio in Q4 2023, its #213 holding.
  • M&G Investment Management first reported a position in Lincoln National in Q2 2023 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.