TrustCore Financial Services’s Lincoln National LNC Stock Holding History

TrustCore Financial Services’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
2022 Q1	–	Sell	-60	Closed	-$4K	–	1082
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	815
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	892
2021 Q2	$4K	Sell	60 -331	-85%	-$21.8K	﹤0.01%	869
2021 Q1	$24K	Hold	391	–	–	﹤0.01%	560
2020 Q4	$20K	Hold	391	–	–	﹤0.01%	567
2020 Q3	$12K	Hold	391	–	–	﹤0.01%	581
2020 Q2	$14K	Buy	+391	New	+$13.8K	﹤0.01%	572
2020 Q1	–	Sell	-72	Closed	-$4K	–	932
2019 Q4	$4K	Hold	72	–	–	﹤0.01%	758
2019 Q3	$4K	Hold	72	–	–	﹤0.01%	785
2019 Q2	$5K	Hold	72	–	–	﹤0.01%	736
2019 Q1	$4K	Buy	+72	New	+$4.26K	﹤0.01%	695
2018 Q4	–	Sell	-72	Closed	-$5K	–	629
2018 Q3	$5K	Hold	72	–	–	﹤0.01%	667
2018 Q2	$4K	Buy	+72	New	+$4.93K	﹤0.01%	713

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TrustCore Financial Services's LNC Position: Q1 2022 in Review

TrustCore Financial Services sold out of Lincoln National (LNC) in Q1 2022, closing a stake of 60 shares — an estimated $4K sold.

TrustCore Financial Services first reported a position in LNC in Q2 2018 and held it in 13 quarters. The position peaked at $24K in Q1 2021. 651 funds tracked by Wall St. Rank hold LNC as of Q1 2022.

TrustCore Financial Services reported no remaining Lincoln National position as of Q1 2022 after selling out during the quarter.
TrustCore Financial Services sold 60 Lincoln National shares in Q1 2022, an estimated $4K.
TrustCore Financial Services first reported a position in Lincoln National in Q2 2018 and held it in 13 quarters.
TrustCore Financial Services's Lincoln National position peaked at $24K in Q1 2021.
651 funds tracked by Wall St. Rank held Lincoln National as of Q1 2022.

Based on TrustCore Financial Services's 13F filing for Q1 2022, filed 9 May 2022.