CKW Financial Group’s Lincoln National LNC Stock Holding History

CKW Financial Group’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 Q4	–	Sell	-200	Closed	-$5K	–	226
2023 Q3	$5K	Hold	200	–	–	﹤0.01%	185
2023 Q2	$5K	Hold	200	–	–	﹤0.01%	183
2023 Q1	$4K	Hold	200	–	–	﹤0.01%	174
2022 Q4	$6K	Hold	200	–	–	﹤0.01%	171
2022 Q3	$9K	Hold	200	–	–	﹤0.01%	166
2022 Q2	$10K	Hold	200	–	–	﹤0.01%	165
2022 Q1	$13K	Hold	200	–	–	﹤0.01%	161
2021 Q4	$10K	Hold	200	–	–	﹤0.01%	189
2021 Q3	$14K	Hold	200	–	–	﹤0.01%	177
2021 Q2	$13K	Hold	200	–	–	﹤0.01%	189
2021 Q1	$12K	Hold	200	–	–	﹤0.01%	159
2020 Q4	$10K	Buy	+200	New	+$8.5K	﹤0.01%	149

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CKW Financial Group's LNC Position: Q4 2023 in Review

CKW Financial Group sold out of Lincoln National (LNC) in Q4 2023, closing a stake of 200 shares — an estimated $5K sold.

CKW Financial Group first reported a position in LNC in Q4 2020 and held it in 12 quarters. The position peaked at $14K in Q3 2021. 506 funds tracked by Wall St. Rank hold LNC as of Q4 2023.

CKW Financial Group reported no remaining Lincoln National position as of Q4 2023 after selling out during the quarter.
CKW Financial Group sold 200 Lincoln National shares in Q4 2023, an estimated $5K.
CKW Financial Group first reported a position in Lincoln National in Q4 2020 and held it in 12 quarters.
CKW Financial Group's Lincoln National position peaked at $14K in Q3 2021.
506 funds tracked by Wall St. Rank held Lincoln National as of Q4 2023.

Based on CKW Financial Group's 13F filing for Q4 2023, filed 26 Jan 2024.