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Crewe Advisors’s Lincoln National LNC Stock Holding History

Crewe 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
Q3 		– Sell
-8
Closed -$207 – 774
2023
Q2 		$207 Buy
+8
New +$176 ﹤0.01% 709
2023
Q1 		– Sell
-82
Closed -$2.52K – 949
2022
Q4 		$2.52K Sell
82
-115
-58% -$4.57K ﹤0.01% 803
2022
Q3 		$9K Buy
197
+115
+140% +$5.54K ﹤0.01% 699
2022
Q2 		$4K Buy
+82
New +$4.68K ﹤0.01% 824
2021
Q3 		– Sell
-6
Closed – – 436
2021
Q2 		$0 Sell
6
-118
-95% -$7.79K ﹤0.01% 471
2021
Q1 		$8K Hold
124
– – ﹤0.01% 319
2020
Q4 		$6K Sell
124
-127
-51% -$5.4K ﹤0.01% 337
2020
Q3 		$8K Buy
+251
New +$8.96K ﹤0.01% 280

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return