OA
LNC icon

Oracle Alpha’s Lincoln National LNC Stock Holding History

Oracle Alpha’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
2024
Q1 		$313K Sell
9,797
-5,947
-38% -$164K 0.56% 73
2023
Q4 		$425K Buy
+15,744
New +$379K 0.55% 49

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oracle Alpha's LNC Position: Q1 2024 in Review

Oracle Alpha reduced its Lincoln National (LNC) stake by 38% in Q1 2024, selling an estimated $164K and leaving 9,797 shares worth $313K. The position accounts for 0.56% of the portfolio, ranked #73.

Oracle Alpha first reported a position in LNC in Q4 2023 and has held it in 2 quarters since. The position peaked at $425K in Q4 2023. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

  • Oracle Alpha held 9,797 shares of Lincoln National worth $313K as of Q1 2024.
  • Oracle Alpha sold 5,947 Lincoln National shares in Q1 2024, an estimated $164K.
  • Lincoln National made up 0.56% of Oracle Alpha's portfolio in Q1 2024, its #73 holding.
  • Oracle Alpha first reported a position in Lincoln National in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's Lincoln National position peaked at $425K in Q4 2023.
  • 505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.