Latest LINCOLN NATIONAL CORP Stock Portfolio

About LINCOLN NATIONAL CORP and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, LINCOLN NATIONAL CORP reported an equity portfolio of $3.1 Billions as of 30 Sep, 2024.

The top stock holdings of LINCOLN NATIONAL CORP are VB, EDV, BIV. The fund has invested 11.5% of it's portfolio in VANGUARD INDEX FDS and 9% of portfolio in VANGUARD WORLD FD.

They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (EDV) and VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD BD INDEX FDS (BIV) and VANGUARD CHARLOTTE FDS (BNDX).

LINCOLN NATIONAL CORP Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by LINCOLN NATIONAL CORP

Additions

Ticker	% Inc.
vanguard index fds	4.1
vanguard index fds	3.46
vanguard index fds	3.36
vanguard bd index fds	1.94
vanguard charlotte fds	1.59
vanguard index fds	1.37
vanguard intl equity index f	1.06
schwab strategic tr	0.51

Additions to existing portfolio by LINCOLN NATIONAL CORP

Reductions

Ticker	% Reduced
vanguard index fds	-6.03
vanguard world fd	-3.9
vanguard intl equity index f	-2.59
ishares inc	-1.72
vanguard bd index fds	-1.27
vanguard intl equity index f	-1.01
vanguard specialized funds	-0.91
vanguard index fds	-0.76

LINCOLN NATIONAL CORP reduced stake in above stock

Sold off

None of the stocks were completely sold off by LINCOLN NATIONAL CORP

Sector Distribution

Sector	%
Others	100

Market Cap. Distribution

Category	%
UNALLOCATED	100

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%

Top 5 Losers ($)		$

LINCOLN NATIONAL CORP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LINCOLN NATIONAL CORP

Last Reported on: 25 Oct, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
BIV	vanguard bd index fds	8.47	3,361,800	264,540,000	added	1.94

BIV	vanguard bd index fds	5.12	2,127,750	159,943,000	reduced	-1.27

BIV	vanguard bd index fds	4.71	1,876,680	147,075,000	added	0.02

BNDW	vanguard scottsdale fds	4.94	3,267,930	154,279,000	added	0.5

BNDX	vanguard charlotte fds	6.31	3,917,590	196,976,000	added	1.59

EDV	vanguard world fd	9.02	874,949	281,690,000	reduced	-3.9

EDV	vanguard world fd	7.92	1,928,580	247,398,000	added	0.24

EMGF	ishares inc	3.45	1,876,130	107,709,000	reduced	-1.72

FNDA	schwab strategic tr	7.06	4,108,680	220,348,000	added	0.51

VB	vanguard index fds	11.53	1,271,210	359,955,000	reduced	-0.76

VB	vanguard index fds	1.44	267,817	44,904,900	added	1.37

VB	vanguard index fds	1.43	182,850	44,518,500	added	3.36

VB	vanguard index fds	1.34	156,013	41,713,200	added	4.1

VB	vanguard index fds	1.33	207,389	41,639,600	added	3.46

VB	vanguard index fds	0.38	122,083	11,893,300	reduced	-6.03

VEA	vanguard tax-managed fds	5.29	3,127,990	165,189,000	added	0.5

VEU	vanguard intl equity index f	5.98	2,963,570	186,705,000	added	0.01

VEU	vanguard intl equity index f	3.10	1,233,120	96,663,900	added	0.43

VEU	vanguard intl equity index f	2.93	1,911,720	91,475,600	reduced	-1.01

VEU	vanguard intl equity index f	2.85	1,249,580	88,845,400	added	1.06