HSA
LNC icon

HBK Sorce Advisory’s Lincoln National LNC Stock Holding History

HBK Sorce Advisory’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
Q1 		– Sell
-8,470
Closed -$260K – 741
2022
Q4 		$260K Buy
+8,470
New +$336K 0.01% 590
2022
Q3 		– Sell
-4,361
Closed -$204K – 625
2022
Q2 		$204K Sell
4,361
-48
-1% -$2.74K 0.02% 427
2022
Q1 		$288K Sell
4,409
-10
-0.2% -$683 0.02% 407
2021
Q4 		$302K Buy
4,419
+15
+0.3% +$1.06K 0.02% 444
2021
Q3 		$303K Sell
4,404
-560
-11% -$36.6K 0.02% 437
2021
Q2 		$312K Sell
4,964
-2
-0% -$132 0.02% 439
2021
Q1 		$309K Buy
4,966
+33
+0.7% +$1.82K 0.02% 397
2020
Q4 		$248K Buy
+4,933
New +$210K 0.02% 426
2020
Q1 		– Sell
-4,551
Closed -$269K – 430
2019
Q4 		$269K Buy
4,551
+84
+2% +$4.94K 0.02% 364
2019
Q3 		$269K Buy
4,467
+40
+0.9% +$2.39K 0.03% 344
2019
Q2 		$285K Buy
4,427
+45
+1% +$2.88K 0.03% 333
2019
Q1 		$257K Buy
4,382
+98
+2% +$5.8K 0.03% 360
2018
Q4 		$220K Sell
4,284
-58
-1% -$3.53K 0.03% 343
2018
Q3 		$294K Sell
4,342
-124
-3% -$8.18K 0.03% 301
2018
Q2 		$278K Buy
4,466
+24
+0.5% +$1.64K 0.03% 317
2018
Q1 		$325K Buy
4,442
+955
+27% +$74.9K 0.04% 276
2017
Q4 		$268K Buy
+3,487
New +$264K 0.03% 329

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return