Cambridge Trust’s Lincoln National LNC Stock Holding History

Cambridge Trust’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 Q1	$40.9K	Hold	1,280	–	–	﹤0.01%	446
2023 Q4	$34.5K	Hold	1,280	–	–	﹤0.01%	455
2023 Q3	$31.6K	Hold	1,280	–	–	﹤0.01%	460
2023 Q2	$33K	Hold	1,280	–	–	﹤0.01%	467
2023 Q1	$28.8K	Hold	1,280	–	–	﹤0.01%	499
2022 Q4	$39K	Sell	1,280 -16	-1%	-$635	﹤0.01%	476
2022 Q3	$57K	Buy	1,296 +16	+1%	+$771	﹤0.01%	433
2022 Q2	$60K	Sell	1,280 -300	-19%	-$17.1K	﹤0.01%	460
2022 Q1	$104K	Sell	1,580 -170	-10%	-$11.6K	﹤0.01%	421
2021 Q4	$119K	Buy	+1,750	New	+$123K	﹤0.01%	403

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cambridge Trust's LNC Position: Q1 2024 in Review

Cambridge Trust held its Lincoln National (LNC) position steady in Q1 2024 at 1,280 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Cambridge Trust first reported a position in LNC in Q4 2021 and has held it in 10 quarters since. The position peaked at $119K in Q4 2021. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

Cambridge Trust held 1,280 shares of Lincoln National worth $40.9K as of Q1 2024.
Cambridge Trust left its Lincoln National share count unchanged in Q1 2024.
Lincoln National made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #446 holding.
Cambridge Trust first reported a position in Lincoln National in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's Lincoln National position peaked at $119K in Q4 2021.
505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.