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PGGM Investments’s Lincoln National LNC Stock Holding History

PGGM Investments’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
2021
Q3 		– Sell
-2,759
Closed -$173K – 413
2021
Q2 		$173K Buy
+2,759
New +$182K ﹤0.01% 421
2017
Q4 		– Sell
-158,924
Closed -$11.7M – 347
2017
Q3 		$11.7M Buy
158,924
+3,585
+2% +$253K 0.06% 287
2017
Q2 		$10.5M Sell
155,339
-1,057
-0.7% -$69.9K 0.05% 293
2017
Q1 		$10.2M Sell
156,396
-9,819
-6% -$671K 0.05% 280
2016
Q4 		$11M Sell
166,215
-6,780
-4% -$394K 0.06% 280
2016
Q3 		$8.13M Sell
172,995
-804
-0.5% -$36K 0.04% 296
2016
Q2 		$6.74M Buy
173,799
+1,095
+0.6% +$46.4K 0.03% 312
2016
Q1 		$6.77M Buy
172,704
+4,198
+2% +$164K 0.04% 327
2015
Q4 		$8.47M Sell
168,506
-6,611
-4% -$346K 0.04% 308
2015
Q3 		$8.31M Buy
175,117
+1,274
+0.7% +$68.3K 0.05% 300
2015
Q2 		$10.3M Sell
173,843
-15,518
-8% -$909K 0.05% 300
2015
Q1 		$10.9M Sell
189,361
-21,500
-10% -$1.2M 0.05% 314
2014
Q4 		$12.2M Buy
210,861
+2,950
+1% +$161K 0.05% 308
2014
Q3 		$11.1M Buy
207,911
+6,723
+3% +$357K 0.05% 307
2014
Q2 		$10.3M Buy
201,188
+7,441
+4% +$368K 0.05% 311
2014
Q1 		$9.82M Buy
193,747
+4,112
+2% +$207K 0.05% 306
2013
Q4 		$9.79M Sell
189,635
-5,527
-3% -$265K 0.05% 253
2013
Q3 		$8.2M Buy
195,162
+5,284
+3% +$223K 0.05% 256
2013
Q2 		$6.92M Buy
+189,878
New +$6.47M 0.04% 268

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGGM Investments's LNC Position: Q3 2021 in Review

PGGM Investments sold out of Lincoln National (LNC) in Q3 2021, closing a stake of 2,759 shares — an estimated $173K sold.

PGGM Investments first reported a position in LNC in Q2 2013 and held it in 19 quarters. The position peaked at $12.2M in Q4 2014. 634 funds tracked by Wall St. Rank hold LNC as of Q3 2021.

  • PGGM Investments reported no remaining Lincoln National position as of Q3 2021 after selling out during the quarter.
  • PGGM Investments sold 2,759 Lincoln National shares in Q3 2021, an estimated $173K.
  • PGGM Investments first reported a position in Lincoln National in Q2 2013 and held it in 19 quarters.
  • PGGM Investments's Lincoln National position peaked at $12.2M in Q4 2014.
  • 634 funds tracked by Wall St. Rank held Lincoln National as of Q3 2021.

Based on PGGM Investments's 13F filing for Q3 2021, filed 22 Oct 2021.