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Abacus Planning Group’s Lincoln National LNC Stock Holding History

Abacus Planning Group’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
2019
Q3 		– Sell
-6,955
Closed -$448K – 178
2019
Q2 		$448K Buy
6,955
+133
+2% +$8.5K 0.27% 82
2019
Q1 		$400K Sell
6,822
-4,311
-39% -$255K 0.25% 87
2018
Q4 		$571K Buy
+11,133
New +$677K 0.43% 58
2018
Q2 		– Sell
-5,602
Closed -$409K – 148
2018
Q1 		$409K Buy
5,602
+1,526
+37% +$120K 0.33% 72
2017
Q4 		$313K Buy
+4,076
New +$308K 0.32% 71

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Abacus Planning Group's LNC Position: Q3 2019 in Review

Abacus Planning Group sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 6,955 shares — an estimated $448K sold.

Abacus Planning Group first reported a position in LNC in Q4 2017 and held it in 5 quarters. The position peaked at $571K in Q4 2018. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Abacus Planning Group reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Abacus Planning Group sold 6,955 Lincoln National shares in Q3 2019, an estimated $448K.
  • Abacus Planning Group first reported a position in Lincoln National in Q4 2017 and held it in 5 quarters.
  • Abacus Planning Group's Lincoln National position peaked at $571K in Q4 2018.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Abacus Planning Group's 13F filing for Q3 2019, filed 1 Nov 2019.