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Sit Investment Associates’s Lincoln National LNC Stock Holding History

Sit Investment Associates’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
-7,100
Closed -$312K – 549
2022
Q3 		$312K Hold
7,100
– – 0.01% 421
2022
Q2 		$332K Hold
7,100
– – 0.01% 415
2022
Q1 		$464K Hold
7,100
– – 0.01% 414
2021
Q4 		$485K Hold
7,100
– – 0.01% 419
2021
Q3 		$488K Hold
7,100
– – 0.01% 401
2021
Q2 		$446K Hold
7,100
– – 0.01% 414
2021
Q1 		$442K Hold
7,100
– – 0.01% 402
2020
Q4 		$357K Hold
7,100
– – 0.01% 417
2020
Q3 		$222K Hold
7,100
– – 0.01% 430
2020
Q2 		$261K Hold
7,100
– – 0.01% 409
2020
Q1 		$187K Sell
7,100
-79,275
-92% -$3.76M 0.01% 428
2019
Q4 		$5.1M Sell
86,375
-100,950
-54% -$5.94M 0.14% 181
2019
Q3 		$11.3M Sell
187,325
-60,332
-24% -$3.61M 0.35% 88
2019
Q2 		$16M Sell
247,657
-32,250
-12% -$2.06M 0.49% 55
2019
Q1 		$16.4M Sell
279,907
-55,525
-17% -$3.29M 0.52% 51
2018
Q4 		$17.2M Sell
335,432
-86,000
-20% -$5.23M 0.55% 53
2018
Q3 		$28.5M Buy
421,432
+40,975
+11% +$2.7M 0.73% 36
2018
Q2 		$23.7M Buy
380,457
+8,325
+2% +$570K 0.61% 47
2018
Q1 		$27.2M Buy
372,132
+130,700
+54% +$10.3M 0.67% 39
2017
Q4 		$18.6M Sell
241,432
-28,425
-11% -$2.15M 0.44% 79
2017
Q3 		$19.8M Buy
269,857
+269,800
+473,333% +$19M 0.49% 68
2017
Q2 		$4K Buy
+57
New +$3.77K ﹤0.01% 580

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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sit Investment Associates's LNC Position: Q4 2022 in Review

Sit Investment Associates sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 7,100 shares — an estimated $312K sold.

Sit Investment Associates first reported a position in LNC in Q2 2017 and held it in 22 quarters. The position peaked at $28.5M in Q3 2018. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

  • Sit Investment Associates reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
  • Sit Investment Associates sold 7,100 Lincoln National shares in Q4 2022, an estimated $312K.
  • Sit Investment Associates first reported a position in Lincoln National in Q2 2017 and held it in 22 quarters.
  • Sit Investment Associates's Lincoln National position peaked at $28.5M in Q3 2018.
  • 574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on Sit Investment Associates's 13F filing for Q4 2022, filed 10 Feb 2023.