Shufro Rose & Co’s Lincoln National LNC Stock Holding History

Shufro Rose & Co’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
2022 Q4	–	Sell	-9,799	Closed	-$430K	–	350
2022 Q3	$430K	Sell	9,799 -381	-4%	-$18.3K	0.04%	178
2022 Q2	$476K	Hold	10,180	–	–	0.04%	173
2022 Q1	$665K	Sell	10,180 -400	-4%	-$27.3K	0.05%	154
2021 Q4	$722K	Hold	10,580	–	–	0.05%	148
2021 Q3	$727K	Sell	10,580 -700	-6%	-$45.7K	0.06%	135
2021 Q2	$709K	Sell	11,280 -200	-2%	-$13.2K	0.05%	140
2021 Q1	$715K	Hold	11,480	–	–	0.06%	136
2020 Q4	$578K	Hold	11,480	–	–	0.05%	149
2020 Q3	$360K	Sell	11,480 -150	-1%	-$5.35K	0.03%	188
2020 Q2	$428K	Sell	11,630 -9,400	-45%	-$331K	0.04%	168
2020 Q1	$554K	Buy	21,030 +2,000	+11%	+$94.9K	0.07%	132
2019 Q4	$1.12M	Hold	19,030	–	–	0.1%	106
2019 Q3	$1.15M	Hold	19,030	–	–	0.11%	106
2019 Q2	$1.23M	Sell	19,030 -800	-4%	-$51.1K	0.12%	102
2019 Q1	$1.16M	Sell	19,830 -26,830	-58%	-$1.59M	0.12%	105
2018 Q4	$2.39M	Sell	46,660 -3,500	-7%	-$213K	0.27%	71
2018 Q3	$3.39M	Buy	50,160 +3,460	+7%	+$228K	0.32%	73
2018 Q2	$2.91M	Buy	+46,700	New	+$3.2M	0.28%	79

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

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

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

Geode Capital Management

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