Advantage Investment Management’s Lincoln National LNC Stock Holding History

Advantage Investment Management’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	$9K	Hold	148	–	–	0.01%	667
2019 Q2	$10K	Hold	148	–	–	0.01%	662
2019 Q1	$9K	Hold	148	–	–	0.01%	667
2018 Q4	$8K	Hold	148	–	–	0.01%	700
2018 Q3	$10K	Buy	148 +72	+95%	+$4.75K	0.01%	712
2018 Q2	$5K	Hold	76	–	–	﹤0.01%	771
2018 Q1	$6K	Hold	76	–	–	﹤0.01%	774
2017 Q4	$6K	Hold	76	–	–	﹤0.01%	791
2017 Q3	$6K	Sell	76 -61	-45%	-$4.3K	﹤0.01%	791
2017 Q2	$9K	Buy	137 +61	+80%	+$4.03K	﹤0.01%	724
2017 Q1	$5K	Sell	76 -1,731	-96%	-$118K	﹤0.01%	812
2016 Q4	$120K	Buy	1,807 +524	+41%	+$30.5K	0.04%	202
2016 Q3	$60K	Buy	+1,283	New	+$57.4K	0.02%	294

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Advantage Investment Management's LNC Position: Q3 2019 in Review

Advantage Investment Management held its Lincoln National (LNC) position steady in Q3 2019 at 148 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #667.

Advantage Investment Management first reported a position in LNC in Q3 2016 and has held it in 13 quarters since. The position peaked at $120K in Q4 2016. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

Advantage Investment Management held 148 shares of Lincoln National worth $9K as of Q3 2019.
Advantage Investment Management left its Lincoln National share count unchanged in Q3 2019.
Lincoln National made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #667 holding.
Advantage Investment Management first reported a position in Lincoln National in Q3 2016 and has held it in 13 quarters since.
Advantage Investment Management's Lincoln National position peaked at $120K in Q4 2016.
628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.