LNC
HRI icon

Lincoln National Corp’s Herc Holdings HRI Stock Holding History

Lincoln National Corp’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,521
Closed -$208K – 1048
2023
Q2 		$208K Buy
+1,521
New +$168K ﹤0.01% 955
2022
Q2 		– Sell
-4,354
Closed -$727K – 891
2022
Q1 		$727K Sell
4,354
-776
-15% -$123K 0.02% 422
2021
Q4 		$803K Buy
5,130
+14
+0.3% +$2.47K 0.02% 394
2021
Q3 		$836K Hold
5,116
– – 0.02% 368
2021
Q2 		$573K Sell
5,116
-74
-1% -$7.83K 0.01% 450
2021
Q1 		$526K Sell
5,190
-260
-5% -$21K 0.01% 454
2020
Q4 		$362K Buy
+5,450
New +$294K 0.01% 519

Other funds holding HRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return