SVB Wealth’s Lincoln National LNC Stock Holding History

SVB Wealth’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
2023 Q4	–	Sell	-8,573	Closed	-$212K	–	920
2023 Q3	$212K	Buy	+8,573	New	+$224K	﹤0.01%	725
2023 Q1	–	Sell	-10,402	Closed	-$320K	–	1057
2022 Q4	$320K	Buy	10,402 +3,897	+60%	+$155K	﹤0.01%	723
2022 Q3	$286K	Buy	6,505 +1,848	+40%	+$89K	﹤0.01%	716
2022 Q2	$218K	Buy	4,657 +31	+0.7%	+$1.77K	﹤0.01%	656
2022 Q1	$303K	Buy	4,626 +307	+7%	+$21K	﹤0.01%	584
2021 Q4	$295K	Sell	4,319 -19,028	-82%	-$1.34M	﹤0.01%	587
2021 Q3	$1.6M	Buy	23,347 +4,095	+21%	+$268K	0.02%	297
2021 Q2	$1.21M	Buy	19,252 +3,729	+24%	+$246K	0.02%	352
2021 Q1	$966K	Buy	15,523 +6,187	+66%	+$342K	0.01%	356
2020 Q4	$470K	Buy	+9,336	New	+$397K	0.01%	491

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

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

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return