Lincoln National Corp’s Liberty All-Star Equity Fund USA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,302	Closed	-$79K	–	978
2022 Q3	$79K	Buy	14,302 +294	+2%	+$1.9K	﹤0.01%	844
2022 Q2	$88K	Buy	14,008 +138	+1%	+$957	﹤0.01%	838
2022 Q1	$112K	Buy	13,870 +61	+0.4%	+$469	﹤0.01%	889
2021 Q4	$116K	Buy	13,809 +939	+7%	+$7.93K	﹤0.01%	867
2021 Q3	$111K	Buy	12,870 +71	+0.6%	+$619	﹤0.01%	841
2021 Q2	$116K	Buy	+12,799	New	+$107K	﹤0.01%	840
2018 Q1	–	Sell	-31,638	Closed	-$199K	–	616
2017 Q4	$199K	Buy	+31,638	New	+$194K	0.01%	599

Other funds holding USA

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

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return