SP
LNC icon

Symmetry Partners’s Lincoln National LNC Stock Holding History

Symmetry Partners’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
2024
Q3 		– Sell
-10,478
Closed -$326K – 326
2024
Q2 		$326K Buy
+10,478
New +$317K 0.02% 387
2022
Q2 		– Sell
-7,480
Closed -$489K – 566
2022
Q1 		$489K Sell
7,480
-6,160
-45% -$421K 0.03% 371
2021
Q4 		$931K Sell
13,640
-25,415
-65% -$1.79M 0.06% 228
2021
Q3 		$2.79M Buy
39,055
+23,343
+149% +$1.52M 0.18% 74
2021
Q2 		$987K Buy
15,712
+9,091
+137% +$600K 0.07% 232
2021
Q1 		$412K Buy
+6,621
New +$366K 0.03% 470
2020
Q1 		– Sell
-6,838
Closed -$404K – 322
2019
Q4 		$404K Sell
6,838
-2,454
-26% -$144K 0.08% 203
2019
Q3 		$560K Buy
+9,292
New +$556K 0.12% 138

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return