Rational Advisors’s Lincoln National LNC Stock Holding History

Rational 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
2020 Q4	–	Sell	-262	Closed	-$8K	–	441
2020 Q3	$8K	Sell	262 -284	-52%	-$10.1K	﹤0.01%	310
2020 Q2	$20K	Buy	+546	New	+$19.2K	0.01%	279
2020 Q1	–	Sell	-663	Closed	-$39K	–	367
2019 Q4	$39K	Buy	663 +602	+987%	+$35.4K	0.02%	376
2019 Q3	$4K	Sell	61 -381	-86%	-$22.8K	﹤0.01%	536
2019 Q2	$28K	Buy	442 +306	+225%	+$19.6K	0.01%	402
2019 Q1	$8K	Buy	136 +72	+113%	+$4.26K	﹤0.01%	434
2018 Q4	$3K	Buy	64 +58	+967%	+$3.53K	﹤0.01%	457
2018 Q3	$0	Sell	6 -16,035	-100%	-$1.06M	﹤0.01%	545
2018 Q2	$998K	Buy	16,041 +16,020	+76,286%	+$1.1M	0.47%	84
2018 Q1	$2K	Sell	21 -18,778	-100%	-$1.47M	﹤0.01%	474
2017 Q4	$1.45M	Buy	+18,799	New	+$1.42M	0.75%	35
2015 Q3	$5K	Hold	102	–	–	﹤0.01%	403
2015 Q2	$6K	Hold	102	–	–	﹤0.01%	409
2015 Q1	$6K	Sell	102 -68	-40%	-$3.8K	﹤0.01%	404
2014 Q4	$10K	Buy	+170	New	+$9.25K	﹤0.01%	428
2013 Q4	$13K	Sell	255 -17	-6%	-$814	﹤0.01%	784
2013 Q3	$11K	Hold	272	–	–	﹤0.01%	823
2013 Q2	$10K	Buy	+272	New	+$9.28K	﹤0.01%	830

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

Fidelity Investments

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

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