Edgestream Partners’s Lincoln National LNC Stock Holding History

Edgestream Partners’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
2025 Q2	–	Sell	-132,693	Closed	-$4.77M	–	973
2025 Q1	$4.77M	Buy	+132,693	New	+$4.71M	0.16%	237
2024 Q3	–	Sell	-136,781	Closed	-$4.25M	–	973
2024 Q2	$4.25M	Buy	136,781 +79,598	+139%	+$2.41M	0.2%	162
2024 Q1	$1.83M	Buy	+57,183	New	+$1.58M	0.09%	354
2023 Q2	–	Sell	-157,888	Closed	-$3.55M	–	818
2023 Q1	$3.55M	Buy	157,888 +84,149	+114%	+$2.5M	0.39%	49
2022 Q4	$2.27M	Buy	+73,739	New	+$2.93M	0.25%	126
2022 Q3	–	Sell	-19,656	Closed	-$919K	–	544
2022 Q2	$919K	Sell	19,656 -6,431	-25%	-$367K	0.07%	338
2022 Q1	$1.71M	Sell	26,087 -685	-3%	-$46.8K	0.14%	246
2021 Q4	$1.83M	Buy	+26,772	New	+$1.89M	0.11%	241
2020 Q4	–	Sell	-30,630	Closed	-$960K	–	399
2020 Q3	$960K	Buy	+30,630	New	+$1.09M	0.06%	225
2020 Q1	–	Sell	-16,167	Closed	-$954K	–	347
2019 Q4	$954K	Buy	+16,167	New	+$952K	0.05%	238

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return