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MQS Management’s Lincoln National LNC Stock Holding History

MQS 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
2024
Q4 		– Sell
-7,247
Closed -$228K – 228
2024
Q3 		$228K Buy
+7,247
New +$226K 0.13% 337
2022
Q3 		– Sell
-8,023
Closed -$375K – 515
2022
Q2 		$375K Buy
8,023
+2,421
+43% +$138K 0.26% 160
2022
Q1 		$366K Buy
5,602
+1,623
+41% +$111K 0.3% 146
2021
Q4 		$272K Buy
+3,979
New +$281K 0.44% 109

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MQS Management's LNC Position: Q4 2024 in Review

MQS Management sold out of Lincoln National (LNC) in Q4 2024, closing a stake of 7,247 shares — an estimated $228K sold.

MQS Management first reported a position in LNC in Q4 2021 and held it in 4 quarters. The position peaked at $375K in Q2 2022. 556 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

  • MQS Management reported no remaining Lincoln National position as of Q4 2024 after selling out during the quarter.
  • MQS Management sold 7,247 Lincoln National shares in Q4 2024, an estimated $228K.
  • MQS Management first reported a position in Lincoln National in Q4 2021 and held it in 4 quarters.
  • MQS Management's Lincoln National position peaked at $375K in Q2 2022.
  • 556 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

Based on MQS Management's 13F filing for Q4 2024, filed 7 Feb 2025.