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Alera Investment Advisors’s Lincoln National LNC Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-87
Closed -$5K – 592
2019
Q1 		$5K Sell
87
-46
-35% -$2.72K ﹤0.01% 633
2018
Q4 		$7K Buy
+133
New +$8.09K ﹤0.01% 523

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's LNC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Lincoln National (LNC) in Q2 2019, closing a stake of 87 shares — an estimated $5K sold.

Alera Investment Advisors first reported a position in LNC in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q4 2018. 664 funds tracked by Wall St. Rank hold LNC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Lincoln National position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 87 Lincoln National shares in Q2 2019, an estimated $5K.
  • Alera Investment Advisors first reported a position in Lincoln National in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Lincoln National position peaked at $7K in Q4 2018.
  • 664 funds tracked by Wall St. Rank held Lincoln National as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.