Lincoln National Corp’s Howmet Aerospace HWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,677	Closed	-$867K	–	503
2024 Q1	$867K	Buy	12,677 +93	+0.7%	+$5.7K	0.01%	561
2023 Q4	$681K	Buy	12,584 +8,000	+175%	+$395K	0.01%	567
2023 Q3	$212K	Buy	4,584 +16	+0.4%	+$780	﹤0.01%	941
2023 Q2	$226K	Sell	4,568 -563	-11%	-$25.1K	﹤0.01%	913
2023 Q1	$217K	Buy	+5,131	New	+$210K	﹤0.01%	896
2022 Q2	–	Sell	-7,848	Closed	-$282K	–	893
2022 Q1	$282K	Buy	+7,848	New	+$268K	0.01%	731
2021 Q3	–	Sell	-6,130	Closed	-$211K	–	880
2021 Q2	$211K	Buy	+6,130	New	+$204K	﹤0.01%	793
2020 Q1	–	Sell	-9,704	Closed	-$229K	–	625
2019 Q4	$229K	Buy	+9,704	New	+$217K	0.01%	570
2018 Q4	–	Sell	-19,342	Closed	-$326K	–	497
2018 Q3	$326K	Sell	19,342 -923	-5%	-$14.7K	0.01%	346
2018 Q2	$265K	Buy	20,265 +185	+0.9%	+$2.75K	0.01%	393
2018 Q1	$355K	Sell	20,080 -30,061	-60%	-$611K	0.01%	331
2017 Q4	$1.05M	Buy	50,141 +25,490	+103%	+$496K	0.03%	226
2017 Q3	$470K	Sell	24,651 -1,851	-7%	-$35.4K	0.02%	229
2017 Q2	$461K	Buy	26,502 +775	+3%	+$15.8K	0.02%	204
2017 Q1	$520K	Buy	25,727 +9,239	+56%	+$182K	0.03%	183
2016 Q4	$234K	Buy	+16,488	New	+$248K	0.01%	263

Other funds holding HWM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return