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Systematic Financial Management’s Lincoln National LNC Stock Holding History

Systematic Financial 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
Q1 		– Sell
-26,453
Closed -$813K – 313
2022
Q4 		$813K Buy
26,453
+4,930
+23% +$196K 0.03% 193
2022
Q3 		$945K Sell
21,523
-950
-4% -$45.8K 0.03% 176
2022
Q2 		$1.05M Buy
22,473
+2,650
+13% +$151K 0.04% 179
2022
Q1 		$1.3M Buy
19,823
+6,065
+44% +$414K 0.04% 171
2021
Q4 		$939K Buy
13,758
+900
+7% +$63.5K 0.03% 169
2021
Q3 		$884K Sell
12,858
-25
-0.2% -$1.63K 0.03% 164
2021
Q2 		$810K Hold
12,883
– – 0.02% 171
2021
Q1 		$802K Buy
12,883
+30
+0.2% +$1.66K 0.03% 166
2020
Q4 		$647K Buy
12,853
+8,560
+199% +$364K 0.03% 170
2020
Q3 		$134K Hold
4,293
– – 0.01% 221
2020
Q2 		$158K Sell
4,293
-3,000
-41% -$106K 0.01% 476
2020
Q1 		$192K Sell
7,293
-3,000
-29% -$142K 0.01% 402
2019
Q4 		$607K Sell
10,293
-408
-4% -$24K 0.02% 344
2019
Q3 		$645K Sell
10,701
-67,663
-86% -$4.05M 0.03% 180
2019
Q2 		$5.05M Sell
78,364
-78,716
-50% -$5.03M 0.2% 136
2019
Q1 		$9.22M Sell
157,080
-159,280
-50% -$9.43M 0.32% 111
2018
Q4 		$16.2M Buy
316,360
+3,101
+1% +$189K 0.5% 53
2018
Q3 		$21.2M Buy
313,259
+129,719
+71% +$8.56M 0.51% 47
2018
Q2 		$11.4M Buy
183,540
+130,374
+245% +$8.92M 0.28% 147
2018
Q1 		$3.88M Buy
53,166
+17,045
+47% +$1.34M 0.09% 241
2017
Q4 		$2.78M Sell
36,121
-2,171
-6% -$164K 0.06% 249
2017
Q3 		$2.81M Buy
38,292
+10,265
+37% +$724K 0.06% 241
2017
Q2 		$1.89M Sell
28,027
-1,680
-6% -$111K 0.04% 346
2017
Q1 		$1.94M Sell
29,707
-46,880
-61% -$3.21M 0.03% 344
2016
Q4 		$5.08M Sell
76,587
-58,667
-43% -$3.41M 0.08% 271
2016
Q3 		$6.35M Sell
135,254
-4,372
-3% -$196K 0.09% 236
2016
Q2 		$5.41M Sell
139,626
-28,558
-17% -$1.21M 0.07% 240
2016
Q1 		$6.59M Sell
168,184
-6,021
-3% -$235K 0.08% 232
2015
Q4 		$8.76M Sell
174,205
-4,466
-2% -$234K 0.1% 207
2015
Q3 		$8.48M Sell
178,671
-33,588
-16% -$1.8M 0.09% 237
2015
Q2 		$12.6M Sell
212,259
-1,582,562
-88% -$92.7M 0.11% 214
2015
Q1 		$103M Sell
1,794,821
-677,014
-27% -$37.8M 0.81% 27
2014
Q4 		$143M Buy
2,471,835
+348,718
+16% +$19M 1.05% 14
2014
Q3 		$114M Sell
2,123,117
-29,727
-1% -$1.58M 0.83% 23
2014
Q2 		$111M Buy
2,152,844
+235,135
+12% +$11.6M 0.76% 28
2014
Q1 		$97.2M Sell
1,917,709
-528,888
-22% -$26.6M 0.67% 45
2013
Q4 		$126M Sell
2,446,597
-631,721
-21% -$30.3M 0.93% 23
2013
Q3 		$129M Sell
3,078,318
-1,976,141
-39% -$83.4M 1.02% 16
2013
Q2 		$184M Buy
+5,054,459
New +$172M 1.58% 2

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Systematic Financial Management's LNC Position: Q1 2023 in Review

Systematic Financial Management sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 26,453 shares — an estimated $813K sold.

Systematic Financial Management first reported a position in LNC in Q2 2013 and held it in 39 quarters. The position peaked at $184M in Q2 2013. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Systematic Financial Management reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Systematic Financial Management sold 26,453 Lincoln National shares in Q1 2023, an estimated $813K.
  • Systematic Financial Management first reported a position in Lincoln National in Q2 2013 and held it in 39 quarters.
  • Systematic Financial Management's Lincoln National position peaked at $184M in Q2 2013.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Systematic Financial Management's 13F filing for Q1 2023, filed 12 May 2023.