Bartlett & Co. LLC

Position in LNC — Lincoln National Corp

CIK 1550075 CINCINNATI, OH

Position in LNC

as of Dec 31, 2023 · filed Jan 8, 2024 Compact

Position Value

$24,677

+$358 QoQ

Shares Held

915

-7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Dec 31, 2023

Bartlett & Co. LLC holds $4,440,453 across 7 Insurance - Life names. LNC ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	36,314	$2,090,608
2	MET	Metlife Inc	18,707	$1,237,093
3	MFC	Manulife Financial Corp	40,557	$896,309
4	AFL	Aflac Inc	1,813	$149,572
5	LNC	Lincoln National Corp This page	915	$24,677
6	UTGN	Utg Inc	800	$24,088
7	PRI	Primerica, Inc.	88	$18,106

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2023-12-31	$24,677	915	-7.1%	Shares	Sole	2024-01-08
2023-09-30	$24,319	985	0.0%	Shares	Sole	2023-10-10
2023-06-30	$25,373	985	-41.5%	Shares	Sole	2023-07-14
2023-03-31	$37,861	1,685	-11.1%	Shares	Sole	2023-04-06
2022-12-31	$58,214	1,895	0.0%	Shares	Sole	2023-01-04
2022-09-30	$83,209	1,895	0.0%	Shares	Sole	2022-10-17
2022-06-30	$88,629	1,895	-3.6%	Shares	Sole	2022-08-02
2022-03-31	$128,432	1,965	-2.8%	Shares	Sole	2022-05-13
2021-09-30	$139,012	2,022	0.0%	Shares	Sole	2021-10-15
2021-06-30	$127,062	2,022	0.0%	Shares	Sole	2021-07-19
2021-03-31	$125,909	2,022	0.0%	Shares	Sole	2021-04-19
2020-12-31	$101,726	2,022	-12.9%	Shares	Sole	2021-01-20
2020-09-30	$72,748	2,322	0.0%	Shares	Sole	2020-10-20
2020-06-30	$85,426	2,322	-6.1%	Shares	Sole	2020-08-03
2020-03-31	$65,063	2,472	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.