New York Life Investment Management’s Lincoln National LNC Stock Holding History

New York Life 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 Q3	–	Sell	-21,435	Closed	-$552K	–	1305
2023 Q2	$552K	Sell	21,435 -472	-2%	-$10.4K	0.01%	666
2023 Q1	$492K	Buy	21,907 +16	+0.1%	+$476	0.01%	713
2022 Q4	$672K	Buy	21,891 +451	+2%	+$17.9K	0.01%	700
2022 Q3	$941K	Sell	21,440 -2,366	-10%	-$114K	0.01%	625
2022 Q2	$1.11M	Buy	+23,806	New	+$1.36M	0.01%	609
2015 Q3	–	Sell	-900	Closed	-$53K	–	266
2015 Q2	$53K	Buy	+900	New	+$52.7K	0.01%	246

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York Life Investment Management's LNC Position: Q3 2023 in Review

New York Life Investment Management sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 21,435 shares — an estimated $552K sold.

New York Life Investment Management first reported a position in LNC in Q2 2015 and held it in 6 quarters. The position peaked at $1.11M in Q2 2022. 476 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

New York Life Investment Management reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
New York Life Investment Management sold 21,435 Lincoln National shares in Q3 2023, an estimated $552K.
New York Life Investment Management first reported a position in Lincoln National in Q2 2015 and held it in 6 quarters.
New York Life Investment Management's Lincoln National position peaked at $1.11M in Q2 2022.
476 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on New York Life Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.