Sun Life Financial’s Lincoln National LNC Stock Holding History

Sun Life Financial’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 Q2	–	Sell	-106	Closed	-$7K	–	316
2021 Q1	$7K	Sell	106 -2	-2%	-$111	﹤0.01%	461
2020 Q4	$5K	Buy	108 +1	+0.9%	+$43	﹤0.01%	465
2020 Q3	$3K	Sell	107 -12	-10%	-$428	﹤0.01%	490
2020 Q2	$4K	Buy	119 +6	+5%	+$211	﹤0.01%	421
2020 Q1	$3K	Sell	113 -5	-4%	-$237	﹤0.01%	419
2019 Q4	$7K	Sell	118 -47	-28%	-$2.77K	﹤0.01%	379
2019 Q3	$10K	Hold	165	–	–	﹤0.01%	507
2019 Q2	$11K	Sell	165 -182	-52%	-$11.6K	﹤0.01%	490
2019 Q1	$20K	Sell	347 -253	-42%	-$15K	﹤0.01%	507
2018 Q4	$31K	Buy	600 +1	+0.2%	+$61	0.01%	490
2018 Q3	$41K	Buy	599 +7	+1%	+$462	0.01%	477
2018 Q2	$37K	Buy	592 +519	+711%	+$35.5K	0.01%	489
2018 Q1	$995	Sell	73 -407	-85%	-$31.9K	0.01%	328
2017 Q4	$37K	Sell	480 -1,152	-71%	-$87.2K	﹤0.01%	312
2017 Q3	$120K	Sell	1,632 -24	-1%	-$1.69K	0.01%	309
2017 Q2	$112K	Buy	1,656 +1,648	+20,600%	+$109K	0.01%	318
2017 Q1	$122	Hold	8	–	–	﹤0.01%	365
2016 Q4	$123	Buy	+8	New	+$465	﹤0.01%	318

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

Geode Capital Management

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

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

Dimensional Fund Advisors

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