Sandler Capital Management’s Lincoln National LNC Stock Holding History

Sandler 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	-375,000	Closed	-$9.66M	–	118
2023 Q2	$9.66M	Buy	375,000 +125,000	+50%	+$2.74M	0.8%	45
2023 Q1	$5.62M	Buy	+250,000	New	+$7.43M	0.51%	63
2022 Q2	–	Sell	-65,000	Closed	-$4.25M	–	116
2022 Q1	$4.25M	Buy	+65,000	New	+$4.44M	0.37%	76
2020 Q2	–	Sell	-71,000	Closed	-$1.87M	–	94
2020 Q1	$1.87M	Buy	+71,000	New	+$3.37M	0.26%	75
2018 Q4	–	Sell	-203,000	Closed	-$13.7M	–	121
2018 Q3	$13.7M	Buy	+203,000	New	+$13.4M	0.69%	47
2016 Q4	–	Sell	-230,000	Closed	-$10.8M	–	171
2016 Q3	$10.8M	Buy	+230,000	New	+$10.3M	1.33%	27

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

APG Asset Management

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

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return