Howe & Rusling’s Lincoln National LNC Stock Holding History

Howe & Rusling’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
2021 Q1	–	Sell	-50	Closed	-$3K	–	989
2020 Q4	$3K	Sell	50 -60	-55%	-$2.55K	﹤0.01%	742
2020 Q3	$3K	Buy	+110	New	+$3.93K	﹤0.01%	648
2016 Q2	–	Sell	-160	Closed	-$6K	–	1017
2016 Q1	$6K	Sell	160 -8,028	-98%	-$313K	﹤0.01%	632
2015 Q4	$412K	Sell	8,188 -102,435	-93%	-$5.36M	0.09%	113
2015 Q3	$5.25M	Sell	110,623 -5,094	-4%	-$273K	1.3%	29
2015 Q2	$6.85M	Sell	115,717 -4,264	-4%	-$250K	1.49%	18
2015 Q1	$6.89M	Buy	119,981 +394	+0.3%	+$22K	1.55%	16
2014 Q4	$6.9M	Buy	119,587 +2,391	+2%	+$130K	1.65%	16
2014 Q3	$6.28M	Buy	117,196 +3,433	+3%	+$183K	1.46%	19
2014 Q2	$5.85M	Sell	113,763 -1,954	-2%	-$96.6K	1.31%	28
2014 Q1	$5.86M	Buy	115,717 +115,455	+44,067%	+$5.8M	1.44%	26
2013 Q4	$14K	Hold	262	–	–	﹤0.01%	441
2013 Q3	$11K	Buy	+262	New	+$11.1K	﹤0.01%	582

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return