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USS Investment Management’s Lincoln National LNC Stock Holding History

USS 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
Q2 		– Sell
-24,000
Closed -$539K – 593
2023
Q1 		$539K Hold
24,000
– – 0.01% 566
2022
Q4 		$737K Buy
+24,000
New +$953K 0.01% 574
2022
Q3 		– Sell
-12,700
Closed -$594K – 657
2022
Q2 		$594K Sell
12,700
-3,579
-22% -$204K 0.01% 660
2022
Q1 		$1.06M Sell
16,279
-23,995
-60% -$1.64M 0.01% 646
2021
Q4 		$2.75M Hold
40,274
– – 0.02% 570
2021
Q3 		$2.77M Buy
+40,274
New +$2.63M 0.02% 575
2020
Q4 		– Sell
-18,400
Closed -$576K – 613
2020
Q3 		$576K Hold
18,400
– – 0.01% 534
2020
Q2 		$677K Buy
+18,400
New +$648K 0.01% 515

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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

USS Investment Management's LNC Position: Q2 2023 in Review

USS Investment Management sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 24,000 shares — an estimated $539K sold.

USS Investment Management first reported a position in LNC in Q2 2020 and held it in 8 quarters. The position peaked at $2.77M in Q3 2021. 495 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

  • USS Investment Management reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
  • USS Investment Management sold 24,000 Lincoln National shares in Q2 2023, an estimated $539K.
  • USS Investment Management first reported a position in Lincoln National in Q2 2020 and held it in 8 quarters.
  • USS Investment Management's Lincoln National position peaked at $2.77M in Q3 2021.
  • 495 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on USS Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.