LNC
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Lincoln National Corp’s Williams-Sonoma WSM Stock Holding History

Lincoln National Corp’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,684
Closed -$426K – 1133
2024
Q1 		$426K Buy
+2,684
New +$312K 0.01% 812
2021
Q1 		– Sell
-6,418
Closed -$327K – 831
2020
Q4 		$327K Sell
6,418
-2,584
-29% -$132K 0.01% 549
2020
Q3 		$407K Sell
9,002
-1,772
-16% -$78.7K 0.01% 426
2020
Q2 		$442K Sell
10,774
-3,576
-25% -$122K 0.01% 401
2020
Q1 		$305K Buy
14,350
+8,790
+158% +$279K 0.01% 444
2019
Q4 		$204K Buy
+5,560
New +$193K 0.01% 600
2019
Q3 		– Sell
-7,166
Closed -$233K – 619
2019
Q2 		$233K Buy
+7,166
New +$206K 0.01% 490

Other funds holding WSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return