Meag Munich Ergo’s Lincoln National LNC Stock Holding History

Meag Munich Ergo’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	-41,051	Closed	-$1.26M	–	214
2022 Q4	$1.26M	Sell	41,051 -8,272	-17%	-$328K	0.07%	137
2022 Q3	$2.17M	Sell	49,323 -12,377	-20%	-$596K	0.13%	102
2022 Q2	$2.89M	Buy	61,700 +5,877	+11%	+$335K	0.17%	92
2022 Q1	$3.69M	Sell	55,823 -5,184	-8%	-$354K	0.27%	75
2021 Q4	$4.2M	Buy	61,007 +8,518	+16%	+$601K	0.3%	74
2021 Q3	$3.61M	Sell	52,489 -40,314	-43%	-$2.63M	0.63%	56
2021 Q2	$5.83M	Buy	92,803 +87,259	+1,574%	+$5.76M	0.56%	59
2021 Q1	$345K	Buy	+5,544	New	+$306K	0.03%	289
2019 Q4	–	Sell	-6,648	Closed	-$403K	–	525
2019 Q3	$403K	Buy	6,648 +386	+6%	+$23.1K	0.02%	490
2019 Q2	$395K	Buy	6,262 +462	+8%	+$29.5K	0.03%	446
2019 Q1	$338K	Hold	5,800	–	–	0.03%	468
2018 Q4	$298K	Hold	5,800	–	–	0.04%	305
2018 Q3	$392K	Hold	5,800	–	–	0.02%	358
2018 Q2	$364K	Hold	5,800	–	–	0.02%	343
2018 Q1	$416K	Buy	+5,800	New	+$455K	0.02%	370
2014 Q1	–	Sell	-4,565	Closed	-$234K	–	227
2013 Q4	$234K	Sell	4,565 -3,325	-42%	-$159K	0.01%	215
2013 Q3	$332K	Buy	+7,890	New	+$333K	0.02%	189

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Meag Munich Ergo's LNC Position: Q1 2023 in Review

Meag Munich Ergo sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 41,051 shares — an estimated $1.26M sold.

Meag Munich Ergo first reported a position in LNC in Q3 2013 and held it in 17 quarters. The position peaked at $5.83M in Q2 2021. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

Meag Munich Ergo reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
Meag Munich Ergo sold 41,051 Lincoln National shares in Q1 2023, an estimated $1.26M.
Meag Munich Ergo first reported a position in Lincoln National in Q3 2013 and held it in 17 quarters.
Meag Munich Ergo's Lincoln National position peaked at $5.83M in Q2 2021.
490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Meag Munich Ergo's 13F filing for Q1 2023, filed 20 Apr 2023.