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Pendal Group’s Lincoln National LNC Stock Holding History

Pendal Group’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
Q4 		– Sell
-13,691
Closed -$601K – 514
2022
Q3 		$601K Buy
13,691
+4,175
+44% +$201K 0.01% 328
2022
Q2 		$445K Buy
9,516
+1,929
+25% +$110K ﹤0.01% 365
2022
Q1 		$496K Buy
+7,587
New +$518K ﹤0.01% 405
2020
Q1 		– Sell
-7,592
Closed -$448K – 462
2019
Q4 		$448K Sell
7,592
-20,975
-73% -$1.23M 0.01% 330
2019
Q3 		$1.72M Sell
28,567
-515
-2% -$30.8K 0.02% 232
2019
Q2 		$1.87M Buy
+29,082
New +$1.86M 0.03% 225
2018
Q2 		– Sell
-7,420
Closed -$542K – 476
2018
Q1 		$542K Buy
+7,420
New +$582K 0.01% 373

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pendal Group's LNC Position: Q4 2022 in Review

Pendal Group sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 13,691 shares — an estimated $601K sold.

Pendal Group first reported a position in LNC in Q1 2018 and held it in 7 quarters. The position peaked at $1.87M in Q2 2019. 575 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Pendal Group reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Pendal Group sold 13,691 Lincoln National shares in Q4 2022, an estimated $601K.
  • Pendal Group first reported a position in Lincoln National in Q1 2018 and held it in 7 quarters.
  • Pendal Group's Lincoln National position peaked at $1.87M in Q2 2019.
  • 575 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.