Ellevest Inc’s Lincoln National LNC Stock Holding History

Ellevest Inc’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	-2,979	Closed	-$66.9K	–	1070
2023 Q1	$66.9K	Sell	2,979 -10	-0.3%	-$297	0.01%	531
2022 Q4	$91.8K	Sell	2,989 -1,288	-30%	-$51.1K	0.01%	461
2022 Q3	$188K	Sell	4,277 -1,718	-29%	-$82.7K	0.02%	284
2022 Q2	$280K	Buy	5,995 +61	+1%	+$3.48K	0.03%	209
2022 Q1	$388K	Buy	5,934 +855	+17%	+$58.4K	0.03%	179
2021 Q4	$347K	Buy	5,079 +466	+10%	+$32.9K	0.03%	180
2021 Q3	$317K	Buy	4,613 +649	+16%	+$42.4K	0.03%	182
2021 Q2	$249K	Buy	3,964 +195	+5%	+$12.9K	0.02%	207
2021 Q1	$235K	Buy	3,769 +83	+2%	+$4.59K	0.03%	187
2020 Q4	$185K	Buy	3,686 +396	+12%	+$16.8K	0.03%	184
2020 Q3	$103K	Buy	3,290 +710	+28%	+$25.3K	0.02%	253
2020 Q2	$95K	Buy	2,580 +1,082	+72%	+$38.1K	0.02%	222
2020 Q1	$39K	Buy	1,498 +339	+29%	+$16.1K	0.01%	275
2019 Q4	$68K	Buy	1,159 +1,136	+4,939%	+$66.9K	0.02%	137
2019 Q3	$1K	Buy	+23	New	+$1.38K	﹤0.01%	416

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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

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

APG Asset Management

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

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