Advisor Partners II’s Lincoln National LNC Stock Holding History

Advisor Partners II’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	$858K	Buy	34,732 +550	+2%	+$14.4K	0.03%	539
2023 Q2	$882K	Buy	34,182 +16,454	+93%	+$361K	0.04%	427
2023 Q1	$400K	Sell	17,728 -4,723	-21%	-$140K	0.02%	628
2022 Q4	$690K	Sell	22,451 -3,512	-14%	-$139K	0.04%	429
2022 Q3	$1.14M	Buy	+25,963	New	+$1.25M	0.09%	245

Other funds holding LNC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return