Evoke Wealth’s Lincoln National LNC Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-328	Closed	-$14K	–	800
2022 Q3	$14K	Hold	328	–	–	﹤0.01%	697
2022 Q2	$15K	Sell	328 -36	-10%	-$2.05K	﹤0.01%	701
2022 Q1	$24K	Buy	364 +36	+11%	+$2.46K	﹤0.01%	624
2021 Q4	$22K	Sell	328 -1	-0.3%	-$71	﹤0.01%	668
2021 Q3	$22K	Hold	329	–	–	﹤0.01%	625
2021 Q2	$21K	Sell	329 -59	-15%	-$3.89K	﹤0.01%	648
2021 Q1	$24K	Buy	388 +34	+10%	+$1.88K	﹤0.01%	559
2020 Q4	$18K	Sell	354 -1,052	-75%	-$44.7K	﹤0.01%	510
2020 Q3	$44K	Sell	1,406 -91	-6%	-$3.25K	﹤0.01%	375
2020 Q2	$55K	Buy	1,497 +1,140	+319%	+$40.1K	0.01%	342
2020 Q1	$9.4K	Buy	357 +56	+19%	+$2.66K	﹤0.01%	513
2019 Q4	$17.8K	Sell	301 -21	-7%	-$1.24K	﹤0.01%	618
2019 Q3	$19.4K	Buy	+322	New	+$19.3K	﹤0.01%	672

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

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 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