LNC
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Lincoln National Corp’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lincoln National Corp’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,410
Closed -$802K – 69
2024
Q1 		$802K Hold
14,410
– – 0.01% 585
2023
Q4 		$766K Buy
14,410
+203
+1% +$10.2K 0.01% 530
2023
Q3 		$702K Buy
14,207
+106
+0.8% +$5.4K 0.01% 495
2023
Q2 		$725K Sell
14,101
-1,932
-12% -$97.2K 0.01% 485
2023
Q1 		$802K Buy
16,033
+171
+1% +$8.41K 0.02% 446
2022
Q4 		$748K Buy
15,862
+2,759
+21% +$130K 0.02% 424
2022
Q3 		$587K Buy
13,103
+120
+0.9% +$5.81K 0.01% 449
2022
Q2 		$623K Buy
12,983
+784
+6% +$39.5K 0.01% 436
2022
Q1 		$658K Buy
12,199
+20
+0.2% +$1.09K 0.01% 446
2021
Q4 		$695K Buy
12,179
+116
+1% +$6.58K 0.01% 434
2021
Q3 		$669K Buy
12,063
+59
+0.5% +$3.33K 0.01% 426
2021
Q2 		$672K Buy
12,004
+25
+0.2% +$1.38K 0.01% 412
2021
Q1 		$642K Sell
11,979
-2,349
-16% -$125K 0.02% 396
2020
Q4 		$748K Buy
14,328
+2,465
+21% +$124K 0.02% 335
2020
Q3 		$575K Buy
11,863
+77
+0.7% +$3.71K 0.02% 354
2020
Q2 		$547K Sell
11,786
-2,620
-18% -$116K 0.02% 357
2020
Q1 		$596K Sell
14,406
-207
-1% -$9.5K 0.02% 306
2019
Q4 		$699K Buy
14,613
+522
+4% +$24.4K 0.02% 325
2019
Q3 		$649K Buy
14,091
+101
+0.7% +$4.61K 0.02% 298
2019
Q2 		$644K Buy
+13,990
New +$630K 0.03% 268

Other funds holding AOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Core 60/40 Balanced Allocation ETF (AOR) in Q2 2024, closing a stake of 14,410 shares — an estimated $802K sold.

Lincoln National Corp first reported a position in AOR in Q2 2019 and held it in 20 quarters. The position peaked at $802K in Q1 2024. 338 funds tracked by Wall St. Rank hold AOR as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Core 60/40 Balanced Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 14,410 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2024, an estimated $802K.
  • Lincoln National Corp first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2019 and held it in 20 quarters.
  • Lincoln National Corp's iShares Core 60/40 Balanced Allocation ETF position peaked at $802K in Q1 2024.
  • 338 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2024.

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