TF
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Tompkins Financial’s Lincoln National LNC Stock Holding History

Tompkins 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
2023
Q2 		– Sell
-3,900
Closed -$87.6K – 625
2023
Q1 		$87.6K Buy
+3,900
New +$116K 0.01% 279
2017
Q4 		– Sell
-418
Closed -$31K – 425
2017
Q3 		$31K Buy
+418
New +$29.5K 0.01% 259
2015
Q4 		– Sell
-1,320
Closed -$63K – 523
2015
Q3 		$63K Hold
1,320
– – 0.02% 235
2015
Q2 		$78K Hold
1,320
– – 0.02% 223
2015
Q1 		$76K Hold
1,320
– – 0.02% 242
2014
Q4 		$76K Hold
1,320
– – 0.02% 221
2014
Q3 		$71K Sell
1,320
-45
-3% -$2.39K 0.02% 221
2014
Q2 		$70K Hold
1,365
– – 0.02% 231
2014
Q1 		$69K Buy
1,365
+45
+3% +$2.26K 0.02% 223
2013
Q4 		$68K Hold
1,320
– – 0.02% 225
2013
Q3 		$55K Buy
+1,320
New +$55.7K 0.02% 237

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
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