MSD Partners’s Lincoln National LNC Stock Holding History

MSD Partners’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	–	Sell	-8,240	Closed	-$203K	–	57
2023 Q3	$203K	Hold	8,240	–	–	0.02%	43
2023 Q2	$212K	Buy	+8,240	New	+$181K	0.02%	43
2023 Q1	–	Sell	-8,240	Closed	-$253K	–	76
2022 Q4	$253K	Hold	8,240	–	–	0.02%	50
2022 Q3	$362K	Hold	8,240	–	–	0.03%	57
2022 Q2	$385K	Hold	8,240	–	–	0.02%	64
2022 Q1	$539K	Sell	8,240 -16,480	-67%	-$1.13M	0.03%	62
2021 Q4	$1.69M	Buy	24,720 +16,480	+200%	+$1.16M	0.02%	79
2021 Q3	$567K	Sell	8,240 -8,238	-50%	-$538K	0.02%	74
2021 Q2	$1.03M	Buy	+16,478	New	+$1.09M	0.03%	74

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MSD Partners's LNC Position: Q4 2023 in Review

MSD Partners sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 8,240 shares — an estimated $203K sold.

MSD Partners first reported a position in LNC in Q2 2021 and held it in 9 quarters. The position peaked at $1.69M in Q4 2021. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

MSD Partners reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
MSD Partners sold 8,240 Lincoln National shares in Q4 2023, an estimated $203K.
MSD Partners first reported a position in Lincoln National in Q2 2021 and held it in 9 quarters.
MSD Partners's Lincoln National position peaked at $1.69M in Q4 2021.
506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on MSD Partners's 13F filing for Q4 2023, filed 14 Feb 2024.