LMR Partners’s Lincoln National LNC Stock Holding History

LMR Partners’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,401	Closed	-$324K	–	1014
2023 Q1	$324K	Buy	+14,401	New	+$428K	0.01%	789
2020 Q3	–	Sell	-26,572	Closed	-$978K	–	555
2020 Q2	$978K	Buy	+26,572	New	+$935K	0.02%	363
2019 Q2	–	Sell	-3,939	Closed	-$231K	–	517
2019 Q1	$231K	Buy	+3,939	New	+$233K	0.01%	333
2018 Q4	–	Sell	-13,238	Closed	-$896K	–	416
2018 Q3	$896K	Buy	+13,238	New	+$874K	0.06%	148
2017 Q4	–	Sell	-9,033	Closed	-$664K	–	372
2017 Q3	$664K	Sell	9,033 -10,280	-53%	-$725K	0.07%	152
2017 Q2	$1.3M	Buy	19,313 +3,905	+25%	+$258K	0.08%	253
2017 Q1	$1.01M	Sell	15,408 -3,515	-19%	-$240K	0.1%	124
2016 Q4	$1.25M	Buy	+18,923	New	+$1.1M	0.19%	120
2016 Q2	–	Sell	-6,868	Closed	-$269	–	547
2016 Q1	$269	Buy	+6,868	New	+$268K	0.03%	336
2015 Q3	–	Sell	-23,500	Closed	-$1.39M	–	418
2015 Q2	$1.39M	Buy	23,500 +9,559	+69%	+$560K	0.17%	173
2015 Q1	$801K	Sell	13,941 -16,863	-55%	-$942K	0.11%	222
2014 Q4	$1.78M	Buy	+30,804	New	+$1.68M	0.23%	106

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management

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

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return