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Paloma Partners’s Lincoln National LNC Stock Holding History

Paloma Partners’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
2018
Q3 		– Sell
-43,300
Closed -$2.7M – 1754
2018
Q2 		$2.7M Sell
43,300
-28,600
-40% -$1.96M 0.05% 337
2018
Q1 		$5.25M Buy
71,900
+1,900
+3% +$149K 0.08% 194
2017
Q4 		$5.38M Buy
70,000
+35,000
+100% +$2.65M 0.07% 263
2017
Q3 		$2.57M Buy
+35,000
New +$2.47M 0.04% 585

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paloma Partners's LNC Position: Q3 2024 in Review

Paloma Partners sold out of Lincoln National (LNC) in Q3 2024, closing a stake of 6,860 shares — an estimated $213K sold.

Paloma Partners first reported a position in LNC in Q2 2013 and held it in 32 quarters. The position peaked at $5.2M in Q2 2017. 530 funds tracked by Wall St. Rank hold LNC as of Q3 2024.

  • Paloma Partners reported no remaining Lincoln National position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 6,860 Lincoln National shares in Q3 2024, an estimated $213K.
  • Paloma Partners first reported a position in Lincoln National in Q2 2013 and held it in 32 quarters.
  • Paloma Partners's Lincoln National position peaked at $5.2M in Q2 2017.
  • 530 funds tracked by Wall St. Rank held Lincoln National as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.