Compass Financial Advisors’s Lincoln National LNC Stock Holding History

Compass Financial Advisors’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 Q2	–	Sell	-17,665	Closed	-$397K	–	54
2023 Q1	$397K	Buy	17,665 +1,404	+9%	+$41.7K	0.5%	68
2022 Q4	$500K	Buy	16,261 +5,920	+57%	+$235K	0.67%	53
2022 Q3	$454K	Buy	10,341 +4,096	+66%	+$197K	0.67%	50
2022 Q2	$292K	Buy	+6,245	New	+$356K	0.4%	87

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Compass Financial Advisors's LNC Position: Q2 2023 in Review

Compass Financial Advisors sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 17,665 shares — an estimated $397K sold.

Compass Financial Advisors first reported a position in LNC in Q2 2022 and held it in 4 quarters. The position peaked at $500K in Q4 2022. 495 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

Compass Financial Advisors reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
Compass Financial Advisors sold 17,665 Lincoln National shares in Q2 2023, an estimated $397K.
Compass Financial Advisors first reported a position in Lincoln National in Q2 2022 and held it in 4 quarters.
Compass Financial Advisors's Lincoln National position peaked at $500K in Q4 2022.
495 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.