Freedom Investment Management’s Lincoln National LNC Stock Holding History

Freedom Investment 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
2023 Q2	–	Sell	-52,165	Closed	-$1.17M	–	736
2023 Q1	$1.17M	Buy	+52,165	New	+$1.55M	0.13%	202
2018 Q4	–	Sell	-4,725	Closed	-$311K	–	842
2018 Q3	$311K	Buy	4,725 +9	+0.2%	+$594	0.02%	691
2018 Q2	$294K	Buy	+4,716	New	+$323K	0.02%	765
2017 Q4	–	Sell	-3,090	Closed	-$227K	–	1156
2017 Q3	$227K	Buy	+3,090	New	+$218K	0.01%	965
2017 Q2	–	Sell	-3,257	Closed	-$213K	–	1100
2017 Q1	$213K	Buy	+3,257	New	+$223K	0.01%	940

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Freedom Investment Management's LNC Position: Q2 2023 in Review

Freedom Investment Management sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 52,165 shares — an estimated $1.17M sold.

Freedom Investment Management first reported a position in LNC in Q1 2017 and held it in 5 quarters. The position peaked at $1.17M in Q1 2023. 495 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

Freedom Investment Management reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
Freedom Investment Management sold 52,165 Lincoln National shares in Q2 2023, an estimated $1.17M.
Freedom Investment Management first reported a position in Lincoln National in Q1 2017 and held it in 5 quarters.
Freedom Investment Management's Lincoln National position peaked at $1.17M in Q1 2023.
495 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.