KLCM Advisors’s Lincoln National LNC Stock Holding History

KLCM Advisors’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 Q2	–	Sell	-3,256	Closed	-$213K	–	118
2022 Q1	$213K	Hold	3,256	–	–	0.05%	102
2021 Q4	$222K	Hold	3,256	–	–	0.05%	101
2021 Q3	$224K	Hold	3,256	–	–	0.05%	101
2021 Q2	$205K	Hold	3,256	–	–	0.05%	102
2021 Q1	$203K	Buy	+3,256	New	+$180K	0.05%	98
2019 Q3	–	Sell	-3,256	Closed	-$210K	–	104
2019 Q2	$210K	Buy	+3,256	New	+$208K	0.05%	88
2018 Q4	–	Sell	-3,256	Closed	-$220K	–	105
2018 Q3	$220K	Hold	3,256	–	–	0.05%	87
2018 Q2	$203K	Hold	3,256	–	–	0.05%	84
2018 Q1	$238K	Buy	3,256 +43	+1%	+$3.37K	0.06%	74
2017 Q4	$247K	Hold	3,213	–	–	0.06%	75
2017 Q3	$236K	Hold	3,213	–	–	0.06%	77
2017 Q2	$217K	Hold	3,213	–	–	0.06%	77
2017 Q1	$210K	Hold	3,213	–	–	0.06%	70
2016 Q4	$213K	Buy	+3,213	New	+$187K	0.06%	73

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

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

Fidelity Investments

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

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