PGGM Investments’s Lincoln National LNC Stock Holding History

PGGM Investments’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
2021 Q3	–	Sell	-2,759	Closed	-$173K	–	413
2021 Q2	$173K	Buy	+2,759	New	+$182K	﹤0.01%	421
2017 Q4	–	Sell	-158,924	Closed	-$11.7M	–	347
2017 Q3	$11.7M	Buy	158,924 +3,585	+2%	+$253K	0.06%	287
2017 Q2	$10.5M	Sell	155,339 -1,057	-0.7%	-$69.9K	0.05%	293
2017 Q1	$10.2M	Sell	156,396 -9,819	-6%	-$671K	0.05%	280
2016 Q4	$11M	Sell	166,215 -6,780	-4%	-$394K	0.06%	280
2016 Q3	$8.13M	Sell	172,995 -804	-0.5%	-$36K	0.04%	296
2016 Q2	$6.74M	Buy	173,799 +1,095	+0.6%	+$46.4K	0.03%	312
2016 Q1	$6.77M	Buy	172,704 +4,198	+2%	+$164K	0.04%	327
2015 Q4	$8.47M	Sell	168,506 -6,611	-4%	-$346K	0.04%	308
2015 Q3	$8.31M	Buy	175,117 +1,274	+0.7%	+$68.3K	0.05%	300
2015 Q2	$10.3M	Sell	173,843 -15,518	-8%	-$909K	0.05%	300
2015 Q1	$10.9M	Sell	189,361 -21,500	-10%	-$1.2M	0.05%	314
2014 Q4	$12.2M	Buy	210,861 +2,950	+1%	+$161K	0.05%	308
2014 Q3	$11.1M	Buy	207,911 +6,723	+3%	+$357K	0.05%	307
2014 Q2	$10.3M	Buy	201,188 +7,441	+4%	+$368K	0.05%	311
2014 Q1	$9.82M	Buy	193,747 +4,112	+2%	+$207K	0.05%	306
2013 Q4	$9.79M	Sell	189,635 -5,527	-3%	-$265K	0.05%	253
2013 Q3	$8.2M	Buy	195,162 +5,284	+3%	+$223K	0.05%	256
2013 Q2	$6.92M	Buy	+189,878	New	+$6.47M	0.04%	268

Other funds holding LNC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

LSV Asset Management

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

Geode Capital Management

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

Dimensional Fund Advisors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return