Annapolis Financial Services’s Lincoln National LNC Stock Holding History

Annapolis Financial Services’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
2024 Q2	–	Sell	-250	Closed	-$7.98K	–	367
2024 Q1	$7.98K	Hold	250	–	–	﹤0.01%	290
2023 Q4	$6.74K	Hold	250	–	–	﹤0.01%	378
2023 Q3	$6.17K	Hold	250	–	–	﹤0.01%	380
2023 Q2	$6.44K	Hold	250	–	–	﹤0.01%	377
2023 Q1	$5.62K	Hold	250	–	–	﹤0.01%	358
2022 Q4	$7.68K	Hold	250	–	–	﹤0.01%	327
2022 Q3	$11K	Hold	250	–	–	﹤0.01%	321
2022 Q2	$12K	Hold	250	–	–	﹤0.01%	279
2022 Q1	$16K	Hold	250	–	–	0.01%	274
2021 Q4	$17K	Hold	250	–	–	0.01%	275
2021 Q3	$17K	Hold	250	–	–	0.01%	254
2021 Q2	$16K	Hold	250	–	–	0.01%	237
2021 Q1	$16K	Hold	250	–	–	0.01%	225
2020 Q4	$13K	Buy	+250	New	+$10.6K	0.01%	231

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Annapolis Financial Services's LNC Position: Q2 2024 in Review

Annapolis Financial Services sold out of Lincoln National (LNC) in Q2 2024, closing a stake of 250 shares — an estimated $7.98K sold.

Annapolis Financial Services first reported a position in LNC in Q4 2020 and held it in 14 quarters. The position peaked at $17K in Q4 2021. 534 funds tracked by Wall St. Rank hold LNC as of Q2 2024.

Annapolis Financial Services reported no remaining Lincoln National position as of Q2 2024 after selling out during the quarter.
Annapolis Financial Services sold 250 Lincoln National shares in Q2 2024, an estimated $7.98K.
Annapolis Financial Services first reported a position in Lincoln National in Q4 2020 and held it in 14 quarters.
Annapolis Financial Services's Lincoln National position peaked at $17K in Q4 2021.
534 funds tracked by Wall St. Rank held Lincoln National as of Q2 2024.

Based on Annapolis Financial Services's 13F filing for Q2 2024, filed 17 Jul 2024.