Cannell & Spears’s Lincoln National LNC Stock Holding History

Cannell & Spears’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	-12,000	Closed	-$369K	–	223
2022 Q4	$369K	Hold	12,000	–	–	0.04%	156
2022 Q3	$527K	Hold	12,000	–	–	0.05%	114
2022 Q2	$561K	Hold	12,000	–	–	0.05%	123
2022 Q1	$784K	Hold	12,000	–	–	0.06%	115
2021 Q4	$819K	Hold	12,000	–	–	0.06%	114
2021 Q3	$825K	Hold	12,000	–	–	0.06%	107
2021 Q2	$754K	Hold	12,000	–	–	0.05%	116
2021 Q1	$747K	Hold	12,000	–	–	0.06%	106
2020 Q4	$604K	Sell	12,000 -1,282	-10%	-$54.5K	0.05%	119
2020 Q3	$416K	Hold	13,282	–	–	0.04%	142
2020 Q2	$489K	Hold	13,282	–	–	0.05%	119
2020 Q1	$350K	Buy	13,282 +1,282	+11%	+$60.8K	0.04%	132
2019 Q4	$708K	Hold	12,000	–	–	0.08%	86
2019 Q3	$724K	Hold	12,000	–	–	0.08%	79
2019 Q2	$773K	Hold	12,000	–	–	0.09%	78
2019 Q1	$704K	Hold	12,000	–	–	0.09%	80
2018 Q4	$616K	Hold	12,000	–	–	0.09%	83
2018 Q3	$812K	Hold	12,000	–	–	0.1%	77
2018 Q2	$747K	Hold	12,000	–	–	0.1%	76
2018 Q1	$877K	Hold	12,000	–	–	0.11%	70
2017 Q4	$922K	Buy	+12,000	New	+$908K	0.11%	69

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

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 $134B 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