Lincoln National Corp’s Brookfield BN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,658	Closed	-$297K	–	140
2024 Q1	$297K	Buy	10,658 +267	+3%	+$7.2K	﹤0.01%	965
2023 Q4	$278K	Buy	10,391 +629	+6%	+$14.3K	﹤0.01%	906
2023 Q3	$204K	Sell	9,762 -180	-2%	-$4.05K	﹤0.01%	965
2023 Q2	$223K	Buy	+9,942	New	+$211K	﹤0.01%	922
2023 Q1	–	Sell	-9,848	Closed	-$207K	–	994
2022 Q4	$207K	Sell	9,848 -1,626	-14%	-$36.5K	﹤0.01%	861
2022 Q3	$253K	Buy	11,474 +974	+9%	+$25.2K	0.01%	716
2022 Q2	$252K	Buy	10,500 +1,057	+11%	+$28.2K	0.01%	721
2022 Q1	$288K	Buy	9,443 +607	+7%	+$18.1K	0.01%	725
2021 Q4	$288K	Buy	8,836 +820	+10%	+$25.9K	0.01%	725
2021 Q3	$231K	Buy	8,016 +50	+0.6%	+$1.46K	0.01%	779
2021 Q2	$219K	Buy	+7,966	New	+$204K	﹤0.01%	778
2018 Q1	–	Sell	-17,453	Closed	-$272K	–	505
2017 Q4	$272K	Buy	+17,453	New	+$264K	0.01%	526

Other funds holding BN

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return