LNC
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Lincoln National Corp’s Fair Isaac FICO Stock Holding History

Lincoln National Corp’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-489
Closed -$611K – 390
2024
Q1 		$611K Buy
489
+90
+23% +$113K 0.01% 676
2023
Q4 		$464K Buy
399
+11
+3% +$11.1K 0.01% 706
2023
Q3 		$337K Buy
388
+3
+0.8% +$2.58K 0.01% 738
2023
Q2 		$312K Sell
385
-5
-1% -$3.75K 0.01% 770
2023
Q1 		$274K Buy
390
+10
+3% +$6.65K 0.01% 806
2022
Q4 		$227K Buy
+380
New +$200K 0.01% 825
2022
Q2 		– Sell
-434
Closed -$202K – 886
2022
Q1 		$202K Buy
+434
New +$205K ﹤0.01% 866

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return