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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return