Cutler Group’s Lincoln National LNC Stock Holding History

Cutler 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
2024 Q1	$8K	Sell	1,400 -17,300	-93%	-$478K	﹤0.01%	1379
2023 Q4	$18K	Sell	18,700 -4,500	-19%	-$108K	﹤0.01%	2035
2023 Q3	$7K	Sell	23,200 -74,000	-76%	-$1.94M	﹤0.01%	2681
2023 Q2	$63K	Buy	97,200 +81,700	+527%	+$1.79M	0.01%	1177
2023 Q1	$16K	Buy	15,500 +5,000	+48%	+$149K	﹤0.01%	2042
2022 Q4	$4K	Buy	10,500 +9,700	+1,213%	+$385K	﹤0.01%	3320
2022 Q3	$2K	Buy	800 +100	+14%	+$4.82K	﹤0.01%	4236
2022 Q2	$3K	Sell	700 -9,300	-93%	-$530K	﹤0.01%	4063
2022 Q1	$4K	Buy	+10,000	New	+$683K	﹤0.01%	4290
2021 Q1	–	Sell	-900	Closed	-$18K	–	6208
2020 Q4	$18K	Buy	+900	New	+$38.3K	﹤0.01%	2752
2020 Q3	–	Sell	-1,000	Closed	-$2K	–	5210
2020 Q2	$2K	Buy	+1,000	New	+$35.2K	﹤0.01%	3782
2018 Q2	–	Sell	-1,500	Closed	-$1K	–	4758
2018 Q1	$1K	Sell	1,500 -1,900	-56%	-$149K	﹤0.01%	4086
2017 Q4	$14K	Buy	3,400 +1,400	+70%	+$106K	﹤0.01%	2866
2017 Q3	$8K	Sell	2,000 -100	-5%	-$7.06K	﹤0.01%	3992
2017 Q2	$5K	Sell	2,100 -200	-9%	-$13.2K	﹤0.01%	4842
2017 Q1	$6K	Sell	2,300 -3,500	-60%	-$239K	﹤0.01%	4553
2016 Q4	$104K	Hold	5,800	–	–	﹤0.01%	1873
2016 Q3	$19K	Buy	+5,800	New	+$260K	﹤0.01%	3468

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

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Geode Capital Management

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

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

LSV Asset Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return