Twin Tree Management’s Lincoln National LNC Stock Holding History

Twin Tree 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
2025 Q2	–	Sell	-8,800	Closed	-$316K	–	1788
2025 Q1	$316K	Sell	8,800 -39,200	-82%	-$1.39M	﹤0.01%	1368
2024 Q4	$1.52M	Sell	48,000 -7,800	-14%	-$260K	﹤0.01%	1209
2024 Q3	$1.76M	Sell	55,800 -81,700	-59%	-$2.55M	﹤0.01%	1155
2024 Q2	$4.28M	Buy	+137,500	New	+$4.16M	0.01%	802
2023 Q3	–	Sell	-11,600	Closed	-$299K	–	1381
2023 Q2	$299K	Hold	11,600	–	–	﹤0.01%	1094
2023 Q1	$261K	Buy	+11,600	New	+$345K	﹤0.01%	1110
2022 Q4	–	Sell	-118,800	Closed	-$5.22M	–	1444
2022 Q3	$5.22M	Sell	118,800 -302,200	-72%	-$14.6M	0.01%	750
2022 Q2	$19.7M	Buy	421,000 +183,600	+77%	+$10.5M	0.03%	424
2022 Q1	$15.5M	Sell	237,400 -71,000	-23%	-$4.85M	0.02%	564
2021 Q4	$21.1M	Sell	308,400 -22,000	-7%	-$1.55M	0.04%	396
2021 Q3	$22.7M	Buy	330,400 +175,200	+113%	+$11.4M	0.05%	334
2021 Q2	$9.75M	Buy	155,200 +24,900	+19%	+$1.64M	0.03%	516
2021 Q1	$8.11M	Buy	130,300 +29,300	+29%	+$1.62M	0.03%	513
2020 Q4	$5.08M	Buy	101,000 +22,500	+29%	+$957K	0.02%	619
2020 Q3	$2.46M	Sell	78,500 -64,400	-45%	-$2.3M	0.01%	727
2020 Q2	$5.26M	Buy	142,900 +77,500	+119%	+$2.73M	0.02%	639
2020 Q1	$1.72M	Buy	65,400 +9,300	+17%	+$441K	0.01%	752
2019 Q4	$3.31M	Buy	56,100 +34,200	+156%	+$2.01M	0.01%	595
2019 Q3	$1.32M	Buy	+21,900	New	+$1.31M	0.01%	775
2018 Q1	–	Sell	-34,600	Closed	-$2.66M	–	1214
2017 Q4	$2.66M	Sell	34,600 -48,000	-58%	-$3.63M	0.02%	537
2017 Q3	$6.07M	Sell	82,600 -13,900	-14%	-$981K	0.05%	329
2017 Q2	$6.52M	Sell	96,500 -101,300	-51%	-$6.7M	0.05%	321
2017 Q1	$12.9M	Sell	197,800 -204,900	-51%	-$14M	0.12%	181
2016 Q4	$26.7M	Buy	402,700 +195,500	+94%	+$11.4M	0.26%	80
2016 Q3	$9.73M	Buy	207,200 +86,000	+71%	+$3.85M	0.12%	165
2016 Q2	$4.7M	Buy	+121,200	New	+$5.14M	0.07%	272
2016 Q1	–	Sell	-2,500	Closed	-$126K	–	1374
2015 Q4	$126K	Sell	2,500 -500	-17%	-$26.2K	﹤0.01%	1172
2015 Q3	$142K	Sell	3,000 -23,200	-89%	-$1.24M	﹤0.01%	1065
2015 Q2	$1.55M	Sell	26,200 -61,900	-70%	-$3.62M	0.04%	480
2015 Q1	$5.06M	Buy	+88,100	New	+$4.92M	0.13%	180
2014 Q4	–	Sell	-36,400	Closed	-$1.95M	–	1149
2014 Q3	$1.95M	Sell	36,400 -27,200	-43%	-$1.45M	0.05%	392
2014 Q2	$3.27M	Sell	63,600 -21,800	-26%	-$1.08M	0.07%	287
2014 Q1	$4.33M	Buy	85,400 +53,200	+165%	+$2.67M	0.09%	269
2013 Q4	$1.66M	Buy	+32,200	New	+$1.54M	0.04%	457

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Twin Tree Management's LNC Position: Q1 2023 in Review

Twin Tree Management sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 1,243 shares — an estimated $37K sold.

Twin Tree Management first reported a position in LNC in Q1 2014 and held it in 13 quarters. The position peaked at $15.3M in Q2 2022. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

Twin Tree Management reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
Twin Tree Management sold 1,243 Lincoln National shares in Q1 2023, an estimated $37K.
Twin Tree Management first reported a position in Lincoln National in Q1 2014 and held it in 13 quarters.
Twin Tree Management's Lincoln National position peaked at $15.3M in Q2 2022.
490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Twin Tree Management's 13F filing for Q1 2023, filed 10 May 2023.