MFA
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Mayflower Financial Advisors’s Lincoln National LNC Stock Holding History

Mayflower Financial Advisors’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
2022
Q4 		– Sell
-14,401
Closed -$632K – 358
2022
Q3 		$632K Buy
14,401
+1,892
+15% +$91.1K 0.1% 148
2022
Q2 		$585K Buy
12,509
+1,028
+9% +$58.6K 0.09% 168
2022
Q1 		$750K Buy
11,481
+2,039
+22% +$139K 0.1% 147
2021
Q4 		$645K Buy
9,442
+1,501
+19% +$106K 0.09% 162
2021
Q3 		$587K Buy
7,941
+1,008
+15% +$65.8K 0.08% 171
2021
Q2 		$436K Buy
6,933
+3,325
+92% +$219K 0.06% 186
2021
Q1 		$225K Buy
+3,608
New +$199K 0.03% 268

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
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