Lincoln National Corp’s MSCI MSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-852	Closed	-$477K	–	744
2024 Q1	$477K	Sell	852 -43	-5%	-$24.2K	0.01%	767
2023 Q4	$506K	Sell	895 -145	-14%	-$74.8K	0.01%	665
2023 Q3	$534K	Sell	1,040 -58	-5%	-$30.5K	0.01%	582
2023 Q2	$515K	Sell	1,098 -450	-29%	-$220K	0.01%	589
2023 Q1	$867K	Buy	1,548 +324	+26%	+$171K	0.02%	424
2022 Q4	$569K	Buy	1,224 +512	+72%	+$238K	0.01%	495
2022 Q3	$301K	Buy	+712	New	+$326K	0.01%	657
2021 Q2	–	Sell	-530	Closed	-$222K	–	867
2021 Q1	$222K	Buy	+530	New	+$223K	0.01%	727
2020 Q4	–	Sell	-582	Closed	-$208K	–	771
2020 Q3	$208K	Buy	+582	New	+$211K	0.01%	621
2018 Q2	–	Sell	-1,406	Closed	-$210K	–	513
2018 Q1	$210K	Buy	+1,406	New	+$202K	0.01%	443

Other funds holding MSCI

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Financial Group

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