Penserra Capital Management’s Lincoln National LNC Stock Holding History

Penserra Capital 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 Q3	–	Sell	-994	Closed	-$25K	–	1316
2023 Q2	$25K	Sell	994 -81,997	-99%	-$1.8M	﹤0.01%	1071
2023 Q1	$1.86M	Buy	+82,991	New	+$2.47M	0.04%	347
2021 Q2	–	Sell	-457	Closed	-$28K	–	1380
2021 Q1	$28K	Buy	457 +72	+19%	+$3.98K	﹤0.01%	910
2020 Q4	$19K	Buy	385 +45	+13%	+$1.91K	﹤0.01%	855
2020 Q3	$10K	Sell	340 -34,903	-99%	-$1.25M	﹤0.01%	812
2020 Q2	$1.3M	Buy	35,243 +6,383	+22%	+$225K	0.07%	225
2020 Q1	$1.06M	Buy	28,860 +3,431	+13%	+$163K	0.07%	247
2019 Q4	$1.5M	Buy	25,429 +23,074	+980%	+$1.36M	0.1%	236
2019 Q3	$142K	Buy	2,355 +339	+17%	+$20.3K	0.01%	455
2019 Q2	$129K	Buy	2,016 +316	+19%	+$20.2K	0.01%	466
2019 Q1	$99K	Buy	1,700 +84	+5%	+$4.97K	0.01%	456
2018 Q4	$82K	Buy	1,616 +1,236	+325%	+$75.1K	0.01%	406
2018 Q3	$25K	Sell	380 -25,905	-99%	-$1.71M	﹤0.01%	657
2018 Q2	$1.64M	Buy	+26,285	New	+$1.8M	0.1%	166

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

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

Penserra Capital Management's LNC Position: Q3 2023 in Review

Penserra Capital Management sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 994 shares — an estimated $25K sold.

Penserra Capital Management first reported a position in LNC in Q2 2018 and held it in 14 quarters. The position peaked at $1.86M in Q1 2023. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

Penserra Capital Management reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
Penserra Capital Management sold 994 Lincoln National shares in Q3 2023, an estimated $25K.
Penserra Capital Management first reported a position in Lincoln National in Q2 2018 and held it in 14 quarters.
Penserra Capital Management's Lincoln National position peaked at $1.86M in Q1 2023.
475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Penserra Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.