Lincoln National Corp’s Axcelis ACLS Stock Holding History

Lincoln National Corp’s Portfolio ACLS Stock Details ACLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,185	Closed	-$467K	–	29
2024 Q1	$467K	Sell	4,185 -134	-3%	-$16K	0.01%	777
2023 Q4	$560K	Buy	4,319 +88	+2%	+$12.1K	0.01%	632
2023 Q3	$690K	Buy	4,231 +8	+0.2%	+$1.41K	0.01%	498
2023 Q2	$774K	Sell	4,223 -5,385	-56%	-$775K	0.02%	477
2023 Q1	$1.28M	Sell	9,608 -1	-0%	-$117	0.03%	332
2022 Q4	$763K	Buy	+9,609	New	+$677K	0.02%	418
2022 Q3	–	Sell	-5,968	Closed	-$327K	–	871
2022 Q2	$327K	Hold	5,968	–	–	0.01%	621
2022 Q1	$451K	Buy	5,968 +24	+0.4%	+$1.64K	0.01%	568
2021 Q4	$443K	Sell	5,944 -40	-0.7%	-$2.37K	0.01%	562
2021 Q3	$281K	Hold	5,984	–	–	0.01%	708
2021 Q2	$242K	Hold	5,984	–	–	0.01%	749
2021 Q1	$246K	Buy	+5,984	New	+$223K	0.01%	688

Other funds holding ACLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return