Mendota Financial Group’s Lincoln National LNC Stock Holding History

Mendota Financial Group’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
2024 Q4	–	Sell	-16	Closed	-$505	–	820
2024 Q3	$505	Buy	+16	New	+$499	﹤0.01%	393

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Mendota Financial Group's LNC Position: Q4 2024 in Review

Mendota Financial Group sold out of Lincoln National (LNC) in Q4 2024, closing a stake of 16 shares — an estimated $505 sold.

Mendota Financial Group first reported a position in LNC in Q3 2024 and held it in 1 quarter. The position peaked at $505 in Q3 2024. 556 funds tracked by Wall St. Rank hold LNC as of Q4 2024.

Mendota Financial Group reported no remaining Lincoln National position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 16 Lincoln National shares in Q4 2024, an estimated $505.
Mendota Financial Group first reported a position in Lincoln National in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Lincoln National position peaked at $505 in Q3 2024.
556 funds tracked by Wall St. Rank held Lincoln National as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.