Tilia Fiduciary Partners’s Lincoln National LNC Stock Holding History

Tilia Fiduciary 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
2023 Q2	–	Sell	-150	Closed	-$3.37K	–	539
2023 Q1	$3.37K	Hold	150	–	–	﹤0.01%	452
2022 Q4	$4.61K	Sell	150 -185	-55%	-$7.34K	﹤0.01%	419
2022 Q3	$15K	Hold	335	–	–	0.02%	324
2022 Q2	$16K	Hold	335	–	–	0.02%	333
2022 Q1	$22K	Hold	335	–	–	0.02%	305
2021 Q4	$23K	Buy	+335	New	+$23.6K	0.02%	307

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Tilia Fiduciary Partners's LNC Position: Q2 2023 in Review

Tilia Fiduciary Partners sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 150 shares — an estimated $3.37K sold.

Tilia Fiduciary Partners first reported a position in LNC in Q4 2021 and held it in 6 quarters. The position peaked at $23K in Q4 2021. 496 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

Tilia Fiduciary Partners reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 150 Lincoln National shares in Q2 2023, an estimated $3.37K.
Tilia Fiduciary Partners first reported a position in Lincoln National in Q4 2021 and held it in 6 quarters.
Tilia Fiduciary Partners's Lincoln National position peaked at $23K in Q4 2021.
496 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2023, filed 13 Jul 2023.