PDT Partners’s Lincoln National LNC Stock Holding History

PDT 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
2023 Q1	–	Sell	-32,704	Closed	-$1M	–	651
2022 Q4	$1M	Sell	32,704 -16,720	-34%	-$664K	0.16%	219
2022 Q3	$2.17M	Sell	49,424 -26,604	-35%	-$1.28M	0.33%	54
2022 Q2	$3.56M	Buy	76,028 +51,368	+208%	+$2.93M	0.31%	57
2022 Q1	$1.61M	Buy	24,660 +11,368	+86%	+$777K	0.14%	226
2021 Q4	$907K	Buy	+13,292	New	+$938K	0.07%	389
2020 Q4	–	Sell	-35,787	Closed	-$1.12M	–	780
2020 Q3	$1.12M	Buy	+35,787	New	+$1.28M	0.07%	288
2015 Q2	–	Sell	-104,125	Closed	-$5.98M	–	1498
2015 Q1	$5.98M	Buy	+104,125	New	+$5.82M	0.15%	162
2014 Q4	–	Sell	-44,433	Closed	-$2.38M	–	886
2014 Q3	$2.38M	Buy	44,433 +19,214	+76%	+$1.02M	0.06%	368
2014 Q2	$1.3M	Sell	25,219 -13,281	-34%	-$656K	0.03%	602
2014 Q1	$1.95M	Buy	+38,500	New	+$1.94M	0.05%	466
2013 Q4	–	Sell	-130,213	Closed	-$5.47M	–	934
2013 Q3	$5.47M	Buy	+130,213	New	+$5.5M	0.15%	175

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

LSV Asset Management

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