Ostrum Asset Management’s Lincoln National LNC Stock Holding History

Ostrum Asset 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 Q4	–	Sell	-6,956	Closed	-$172K	–	670
2023 Q3	$172K	Sell	6,956 -6,487	-48%	-$170K	0.02%	559
2023 Q2	$346K	Buy	13,443 +77	+0.6%	+$1.69K	0.03%	478
2023 Q1	$300K	Buy	+13,366	New	+$397K	0.03%	491

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ostrum Asset Management's LNC Position: Q4 2023 in Review

Ostrum Asset Management sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 6,956 shares — an estimated $172K sold.

Ostrum Asset Management first reported a position in LNC in Q1 2023 and held it in 3 quarters. The position peaked at $346K in Q2 2023. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

Ostrum Asset Management reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
Ostrum Asset Management sold 6,956 Lincoln National shares in Q4 2023, an estimated $172K.
Ostrum Asset Management first reported a position in Lincoln National in Q1 2023 and held it in 3 quarters.
Ostrum Asset Management's Lincoln National position peaked at $346K in Q2 2023.
506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on Ostrum Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.