Neo Ivy Capital Management’s Lincoln National LNC Stock Holding History

Neo Ivy Capital 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
2025 Q2	–	Sell	-74,116	Closed	-$2.66M	–	422
2025 Q1	$2.66M	Buy	+74,116	New	+$2.63M	0.85%	19
2022 Q4	–	Sell	-3,771	Closed	-$166K	–	463
2022 Q3	$166K	Sell	3,771 -213	-5%	-$10.3K	0.44%	76
2022 Q2	$186K	Buy	+3,984	New	+$227K	0.5%	64
2021 Q4	–	Sell	-8,032	Closed	-$295K	–	546
2021 Q3	$295K	Buy	+8,032	New	+$525K	0.34%	110
2021 Q1	–	Sell	-6,268	Closed	-$315K	–	567
2020 Q4	$315K	Buy	6,268 +6,175	+6,640%	+$263K	0.35%	98
2020 Q3	$2K	Sell	93 -7,939	-99%	-$283K	﹤0.01%	441
2020 Q2	$295K	Buy	+8,032	New	+$283K	0.34%	110
2019 Q1	–	Sell	-13,037	Closed	-$669K	–	351
2018 Q4	$669K	Buy	+13,037	New	+$793K	0.53%	71

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Neo Ivy Capital Management's LNC Position: Q2 2025 in Review

Neo Ivy Capital Management sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 74,116 shares — an estimated $2.66M sold.

Neo Ivy Capital Management first reported a position in LNC in Q4 2018 and held it in 8 quarters. The position peaked at $2.66M in Q1 2025. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

Neo Ivy Capital Management reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 74,116 Lincoln National shares in Q2 2025, an estimated $2.66M.
Neo Ivy Capital Management first reported a position in Lincoln National in Q4 2018 and held it in 8 quarters.
Neo Ivy Capital Management's Lincoln National position peaked at $2.66M in Q1 2025.
567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Neo Ivy Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.