LNC
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Lincoln National Corp’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Lincoln National Corp’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,060
Closed -$959K – 67
2024
Q1 		$959K Hold
13,060
– – 0.02% 529
2023
Q4 		$902K Sell
13,060
-955
-7% -$62.2K 0.02% 489
2023
Q3 		$890K Buy
14,015
+101
+0.7% +$6.64K 0.02% 435
2023
Q2 		$923K Buy
13,914
+438
+3% +$28.2K 0.02% 438
2023
Q1 		$857K Sell
13,476
-1,415
-10% -$88.4K 0.02% 427
2022
Q4 		$890K Sell
14,891
-733
-5% -$43.4K 0.02% 381
2022
Q3 		$866K Buy
15,624
+127
+0.8% +$7.72K 0.02% 357
2022
Q2 		$928K Buy
15,497
+36
+0.2% +$2.29K 0.02% 347
2022
Q1 		$1.07M Hold
15,461
– – 0.02% 345
2021
Q4 		$1.13M Buy
15,461
+146
+1% +$10.5K 0.02% 321
2021
Q3 		$1.07M Buy
15,315
+79
+0.5% +$5.63K 0.02% 318
2021
Q2 		$1.08M Buy
15,236
+24
+0.2% +$1.67K 0.02% 304
2021
Q1 		$1.02M Hold
15,212
– – 0.03% 290
2020
Q4 		$976K Buy
15,212
+134
+0.9% +$8.19K 0.03% 286
2020
Q3 		$875K Sell
15,078
-130
-0.9% -$7.5K 0.03% 278
2020
Q2 		$835K Sell
15,208
-982
-6% -$51.1K 0.03% 283
2020
Q1 		$768K Buy
16,190
+144
+0.9% +$7.88K 0.03% 258
2019
Q4 		$931K Buy
16,046
+11,858
+283% +$668K 0.03% 275
2019
Q3 		$230K Buy
+4,188
New +$228K 0.01% 510

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

Lincoln National Corp's AOA Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2024, closing a stake of 13,060 shares — an estimated $959K sold.

Lincoln National Corp first reported a position in AOA in Q3 2019 and held it in 19 quarters. The position peaked at $1.13M in Q4 2021. 316 funds tracked by Wall St. Rank hold AOA as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 13,060 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2024, an estimated $959K.
  • Lincoln National Corp first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2019 and held it in 19 quarters.
  • Lincoln National Corp's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.13M in Q4 2021.
  • 316 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.