IMA Advisory Services’s Lincoln National LNC Stock Holding History

IMA Advisory 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
2022 Q4	–	Sell	-400	Closed	-$18K	–	399
2022 Q3	$18K	Hold	400	–	–	﹤0.01%	227
2022 Q2	$19K	Buy	400 +50	+14%	+$2.85K	﹤0.01%	229
2022 Q1	$23K	Hold	350	–	–	0.01%	199
2021 Q4	$24K	Hold	350	–	–	0.01%	204
2021 Q3	$24K	Hold	350	–	–	0.01%	188
2021 Q2	$22K	Hold	350	–	–	0.01%	190
2021 Q1	$22K	Hold	350	–	–	0.01%	194
2020 Q4	$18K	Buy	+350	New	+$14.9K	0.01%	188

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 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