RIM
LNC icon

Redwood Investment Management’s Lincoln National LNC Stock Holding History

Redwood Investment 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
Q4 		– Sell
-78,191
Closed -$1.93M – 370
2023
Q3 		$1.93M Sell
78,191
-8,172
-9% -$214K 0.17% 123
2023
Q2 		$2.23M Buy
86,363
+809
+0.9% +$17.8K 0.23% 92
2023
Q1 		$1.92M Buy
+85,554
New +$2.54M 0.21% 127
2021
Q4 		– Sell
-15,722
Closed -$1.08M – 283
2021
Q3 		$1.08M Buy
+15,722
New +$1.03M 0.15% 201

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Redwood Investment Management's LNC Position: Q4 2023 in Review

Redwood Investment Management sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 78,191 shares — an estimated $1.93M sold.

Redwood Investment Management first reported a position in LNC in Q3 2021 and held it in 4 quarters. The position peaked at $2.23M in Q2 2023. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

  • Redwood Investment Management reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
  • Redwood Investment Management sold 78,191 Lincoln National shares in Q4 2023, an estimated $1.93M.
  • Redwood Investment Management first reported a position in Lincoln National in Q3 2021 and held it in 4 quarters.
  • Redwood Investment Management's Lincoln National position peaked at $2.23M in Q2 2023.
  • 506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on Redwood Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.