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Advisor Group’s Lincoln National LNC Stock Holding History

Advisor 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
Q4 		$583K Sell
9,846
-862
-8% -$50.7K ﹤0.01% 1559
2019
Q3 		$646K Sell
10,708
-656
-6% -$39.2K ﹤0.01% 1428
2019
Q2 		$732K Buy
11,364
+3,155
+38% +$202K 0.01% 1342
2019
Q1 		$483K Sell
8,209
-10,132
-55% -$600K ﹤0.01% 1616
2018
Q4 		$945K Buy
18,341
+1,582
+9% +$96.2K 0.01% 972
2018
Q3 		$1.14M Buy
16,759
+5,105
+44% +$337K 0.01% 901
2018
Q2 		$728K Sell
11,654
-7,667
-40% -$525K 0.01% 1062
2018
Q1 		$1.42M Buy
19,321
+2,120
+12% +$166K 0.02% 703
2017
Q4 		$1.32M Sell
17,201
-1,464
-8% -$111K 0.02% 732
2017
Q3 		$1.37M Buy
18,665
+1,939
+12% +$137K 0.02% 663
2017
Q2 		$1.13M Buy
16,726
+1,507
+10% +$99.6K 0.02% 694
2017
Q1 		$997K Buy
15,219
+4,302
+39% +$294K 0.02% 708
2016
Q4 		$723K Sell
10,917
-8,696
-44% -$506K 0.02% 810
2016
Q3 		$920K Buy
19,613
+8,162
+71% +$365K 0.02% 667
2016
Q2 		$443K Buy
+11,451
New +$486K 0.01% 980

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Advisor Group's LNC Position: Q4 2019 in Review

Advisor Group reduced its Lincoln National (LNC) stake by 8.1% in Q4 2019, selling an estimated $50.7K and leaving 9,846 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Advisor Group first reported a position in LNC in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.42M in Q1 2018. 620 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

  • Advisor Group held 9,846 shares of Lincoln National worth $583K as of Q4 2019.
  • Advisor Group sold 862 Lincoln National shares in Q4 2019, an estimated $50.7K.
  • Lincoln National made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1559 holding.
  • Advisor Group first reported a position in Lincoln National in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Lincoln National position peaked at $1.42M in Q1 2018.
  • 620 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.