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LNC icon

Ergoteles’s Lincoln National LNC Stock Holding History

Ergoteles’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
-47,607
Closed -$1.07M – 1290
2023
Q1 		$1.07M Buy
47,607
+21,162
+80% +$629K 0.04% 471
2022
Q4 		$812K Buy
26,445
+19,269
+269% +$765K 0.03% 530
2022
Q3 		$315K Buy
+7,176
New +$346K 0.01% 956
2022
Q2 		– Sell
-50,564
Closed -$3.31M – 1848
2022
Q1 		$3.31M Buy
50,564
+9,147
+22% +$625K 0.13% 177
2021
Q4 		$2.83M Buy
+41,417
New +$2.92M 0.11% 195
2021
Q3 		– Sell
-3,918
Closed -$246K – 1479
2021
Q2 		$246K Buy
+3,918
New +$259K 0.01% 1173
2021
Q1 		– Sell
-93,201
Closed -$4.69M – 946
2020
Q4 		$4.69M Buy
93,201
+21,501
+30% +$914K 0.16% 149
2020
Q3 		$2.25M Buy
+71,700
New +$2.56M 0.3% 59

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
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
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