Vontobel Holding
LNC icon

Vontobel Holding’s Lincoln National LNC Stock Holding History

Vontobel Holding’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
-8,263
Closed -$244K – 1109
2022
Q4 		$244K Buy
+8,263
New +$328K ﹤0.01% 942
2022
Q2 		– Sell
-3,920
Closed -$262K – 1080
2022
Q1 		$262K Buy
3,920
+910
+30% +$62.2K ﹤0.01% 938
2021
Q4 		$207K Sell
3,010
-102
-3% -$7.2K ﹤0.01% 1000
2021
Q3 		$214K Buy
+3,112
New +$203K ﹤0.01% 1022

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

Vontobel Holding's LNC Position: Q1 2023 in Review

Vontobel Holding sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 8,263 shares — an estimated $244K sold.

Vontobel Holding first reported a position in LNC in Q3 2021 and held it in 4 quarters. The position peaked at $262K in Q1 2022. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

  • Vontobel Holding reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
  • Vontobel Holding sold 8,263 Lincoln National shares in Q1 2023, an estimated $244K.
  • Vontobel Holding first reported a position in Lincoln National in Q3 2021 and held it in 4 quarters.
  • Vontobel Holding's Lincoln National position peaked at $262K in Q1 2022.
  • 490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on Vontobel Holding's 13F filing for Q1 2023, filed 12 Apr 2023.