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Pathway Financial Advisers’s Lincoln National LNC Stock Holding History

Pathway Financial Advisers’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
Q3 		– Sell
-665
Closed -$20.7K – 432
2024
Q2 		$20.7K Sell
665
-750
-53% -$22.7K 0.01% 286
2024
Q1 		$45.2K Sell
1,415
-966
-41% -$26.7K 0.02% 236
2023
Q4 		$64.2K Sell
2,381
-1,078
-31% -$25.9K 0.02% 210
2023
Q3 		$85.4K Buy
+3,459
New +$90.5K 0.04% 196
2023
Q1 		$76.5K Buy
3,405
+2,301
+208% +$68.4K 0.03% 206
2022
Q4 		$33.9K Buy
+1,104
New +$43.8K 0.01% 278

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return