Vident Investment Advisory’s Lincoln National LNC Stock Holding History

Vident Investment Advisory’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	-45,247	Closed	-$1.17M	–	574
2023 Q2	$1.17M	Sell	45,247 -8,326	-16%	-$183K	0.04%	438
2023 Q1	$1.2M	Buy	53,573 +46,073	+614%	+$1.37M	0.04%	477
2022 Q4	$230K	Buy	7,500 +389	+5%	+$15.4K	0.01%	982
2022 Q3	$294K	Sell	7,111 -136	-2%	-$6.55K	0.01%	897
2022 Q2	$334K	Buy	7,247 +558	+8%	+$31.8K	0.01%	974
2022 Q1	$437K	Buy	6,689 +29	+0.4%	+$1.98K	0.01%	971
2021 Q4	$455K	Buy	6,660 +1,230	+23%	+$86.8K	0.01%	956
2021 Q3	$374K	Buy	+5,430	New	+$355K	0.01%	949
2020 Q1	–	Sell	-35,624	Closed	-$2.1M	–	827
2019 Q4	$2.1M	Buy	+35,624	New	+$2.1M	0.13%	245
2018 Q3	–	Sell	-44,468	Closed	-$2.77M	–	971
2018 Q2	$2.77M	Buy	44,468 +2,636	+6%	+$180K	0.11%	258
2018 Q1	$2.94M	Buy	41,832 +3,592	+9%	+$282K	0.12%	250
2017 Q4	$2.94M	Buy	38,240 +1,902	+5%	+$144K	0.13%	209
2017 Q3	$2.67M	Buy	36,338 +977	+3%	+$68.9K	0.14%	200
2017 Q2	$2.39M	Buy	35,361 +426	+1%	+$28.2K	0.2%	195
2017 Q1	$2.29M	Sell	34,935 -20,416	-37%	-$1.4M	0.23%	207
2016 Q4	$3.67M	Buy	55,351 +415	+0.8%	+$24.1K	0.45%	29
2016 Q3	$2.58M	Buy	54,936 +8,809	+19%	+$394K	0.34%	78
2016 Q2	$1.79M	Sell	46,127 -44,283	-49%	-$1.88M	0.25%	213
2016 Q1	$3.54M	Buy	90,410 +46,182	+104%	+$1.8M	0.22%	232
2015 Q4	$2.22M	Buy	44,228 +37,882	+597%	+$1.98M	0.28%	88
2015 Q3	$301K	Buy	6,346 +5,370	+550%	+$288K	0.04%	692
2015 Q2	$58K	Buy	+976	New	+$57.1K	0.01%	754

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vident Investment Advisory's LNC Position: Q3 2023 in Review

Vident Investment Advisory sold out of Lincoln National (LNC) in Q3 2023, closing a stake of 45,247 shares — an estimated $1.17M sold.

Vident Investment Advisory first reported a position in LNC in Q2 2015 and held it in 22 quarters. The position peaked at $3.67M in Q4 2016. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

Vident Investment Advisory reported no remaining Lincoln National position as of Q3 2023 after selling out during the quarter.
Vident Investment Advisory sold 45,247 Lincoln National shares in Q3 2023, an estimated $1.17M.
Vident Investment Advisory first reported a position in Lincoln National in Q2 2015 and held it in 22 quarters.
Vident Investment Advisory's Lincoln National position peaked at $3.67M in Q4 2016.
475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.