Pflug Koory’s Lincoln National LNC Stock Holding History

Pflug Koory’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 Q1	–	Sell	-86	Closed	-$2.32K	–	406
2023 Q4	$2.32K	Hold	86	–	–	﹤0.01%	379
2023 Q3	$2.12K	Hold	86	–	–	﹤0.01%	379
2023 Q2	$2.21K	Hold	86	–	–	﹤0.01%	385
2023 Q1	$1.93K	Hold	86	–	–	﹤0.01%	398
2022 Q4	$3K	Hold	86	–	–	﹤0.01%	396
2022 Q3	$4K	Hold	86	–	–	﹤0.01%	413
2022 Q2	$4K	Hold	86	–	–	﹤0.01%	399
2022 Q1	$6K	Hold	86	–	–	﹤0.01%	381
2021 Q4	$6K	Hold	86	–	–	﹤0.01%	389
2021 Q3	$6K	Hold	86	–	–	﹤0.01%	388
2021 Q2	$5K	Hold	86	–	–	﹤0.01%	417
2021 Q1	$5K	Hold	86	–	–	﹤0.01%	427
2020 Q4	$4K	Hold	86	–	–	﹤0.01%	391
2020 Q3	$3K	Hold	86	–	–	﹤0.01%	376
2020 Q2	$3K	Hold	86	–	–	﹤0.01%	380
2020 Q1	$2K	Hold	86	–	–	﹤0.01%	386
2019 Q4	$5K	Hold	86	–	–	﹤0.01%	372
2019 Q3	$5K	Hold	86	–	–	﹤0.01%	373
2019 Q2	$6K	Hold	86	–	–	﹤0.01%	355
2019 Q1	$5K	Hold	86	–	–	﹤0.01%	373
2018 Q4	$4K	Hold	86	–	–	﹤0.01%	369
2018 Q3	$6K	Hold	86	–	–	﹤0.01%	361
2018 Q2	$5K	Hold	86	–	–	﹤0.01%	367
2018 Q1	$6K	Hold	86	–	–	﹤0.01%	350
2017 Q4	$7K	Hold	86	–	–	0.01%	326
2017 Q3	$6K	Hold	86	–	–	﹤0.01%	342
2017 Q2	$6K	Hold	86	–	–	0.01%	338
2017 Q1	$6K	Hold	86	–	–	0.01%	334
2016 Q4	$6K	Buy	+86	New	+$5K	0.01%	324

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pflug Koory's LNC Position: Q1 2024 in Review

Pflug Koory sold out of Lincoln National (LNC) in Q1 2024, closing a stake of 86 shares — an estimated $2.32K sold.

Pflug Koory first reported a position in LNC in Q4 2016 and held it in 29 quarters. The position peaked at $7K in Q4 2017. 505 funds tracked by Wall St. Rank hold LNC as of Q1 2024.

Pflug Koory reported no remaining Lincoln National position as of Q1 2024 after selling out during the quarter.
Pflug Koory sold 86 Lincoln National shares in Q1 2024, an estimated $2.32K.
Pflug Koory first reported a position in Lincoln National in Q4 2016 and held it in 29 quarters.
Pflug Koory's Lincoln National position peaked at $7K in Q4 2017.
505 funds tracked by Wall St. Rank held Lincoln National as of Q1 2024.

Based on Pflug Koory's 13F filing for Q1 2024, filed 11 Apr 2024.