FGAM
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Financial Gravity Asset Management’s Lincoln National LNC Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-41
Closed -$1.29K – 2062
2024
Q1 		$1.29K Sell
41
-1,025
-96% -$28.3K ﹤0.01% 1188
2023
Q4 		$22.9K Buy
1,066
+18
+2% +$433 ﹤0.01% 674
2023
Q3 		$22.5K Buy
1,048
+1,022
+3,931% +$26.7K ﹤0.01% 541
2023
Q2 		$78 Buy
26
+4
+18% +$88 ﹤0.01% 1334
2023
Q1 		$4.45K Sell
22
-9
-29% -$268 0.14% 177
2022
Q4 		$92 Buy
+31
New +$1.23K ﹤0.01% 1126
2018
Q3 		$0 Buy
8
+3
+60% +$198 ﹤0.01% 1524
2018
Q2 		$0 Sell
5
-7
-58% -$479 ﹤0.01% 1531
2018
Q1 		$1K Buy
+12
New +$941 ﹤0.01% 1187

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return