Ninety One’s Lincoln National LNC Stock Holding History

Ninety One’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
2022 Q3	–	Sell	-43,530	Closed	-$2.02M	–	88
2022 Q2	$2.02M	Buy	43,530 +656	+2%	+$37.4K	0.72%	38
2022 Q1	$2.87M	Hold	42,874	–	–	0.8%	33
2021 Q4	$2.94M	Buy	42,874 +850	+2%	+$60K	0.86%	32
2021 Q3	$2.94M	Buy	42,024 +9,064	+28%	+$592K	1.14%	23
2021 Q2	$2.06M	Sell	32,960 -3,427	-9%	-$226K	0.75%	36
2021 Q1	$2.27M	Buy	36,387 +11,165	+44%	+$617K	0.86%	24
2020 Q4	$1.25M	Buy	25,222 +516	+2%	+$21.9K	0.49%	56
2020 Q3	$772K	Buy	24,706 +242	+1%	+$8.64K	0.39%	58
2020 Q2	$885K	Buy	24,464 +168	+0.7%	+$5.91K	0.42%	45
2020 Q1	$647K	Buy	24,296 +646	+3%	+$30.7K	0.32%	65
2019 Q4	$1.43M	Hold	23,650	–	–	0.8%	47
2019 Q3	$1.43M	Sell	23,650 -622	-3%	-$37.2K	0.8%	47
2019 Q2	$1.54M	Sell	24,272 -6,152	-20%	-$393K	0.86%	43
2019 Q1	$1.78M	Buy	30,424 +791	+3%	+$46.8K	0.94%	30
2018 Q4	$1.52M	Buy	+29,633	New	+$1.8M	0.89%	28

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

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Ninety One's LNC Position: Q3 2022 in Review

Ninety One sold out of Lincoln National (LNC) in Q3 2022, closing a stake of 43,530 shares — an estimated $2.02M sold.

Ninety One first reported a position in LNC in Q4 2018 and held it in 15 quarters. The position peaked at $2.94M in Q3 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q3 2022.

Ninety One reported no remaining Lincoln National position as of Q3 2022 after selling out during the quarter.
Ninety One sold 43,530 Lincoln National shares in Q3 2022, an estimated $2.02M.
Ninety One first reported a position in Lincoln National in Q4 2018 and held it in 15 quarters.
Ninety One's Lincoln National position peaked at $2.94M in Q3 2021.
618 funds tracked by Wall St. Rank held Lincoln National as of Q3 2022.

Based on Ninety One's 13F filing for Q3 2022, filed 14 Nov 2022.