HBC Financial Services’s Lincoln National LNC Stock Holding History

HBC Financial Services’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	-1,000	Closed	-$21K	–	196
2023 Q1	$21K	Buy	1,000 +700	+233%	+$20.8K	0.02%	113
2022 Q4	$9K	Hold	300	–	–	0.01%	115
2022 Q3	$13K	Hold	300	–	–	0.01%	105
2022 Q2	$14K	Hold	300	–	–	0.01%	112
2022 Q1	$18K	Sell	300 -100	-25%	-$6.83K	0.01%	96
2021 Q4	$27K	Hold	400	–	–	0.02%	87
2021 Q3	$28K	Sell	400 -400	-50%	-$26.1K	0.02%	76
2021 Q2	$45K	Hold	800	–	–	0.03%	69
2021 Q1	$51.4K	Hold	800	–	–	0.04%	58
2020 Q4	$42K	Hold	800	–	–	0.03%	73
2020 Q3	$34K	Buy	+800	New	+$28.6K	0.03%	80

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