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Algebris Investments (UK)’s Lincoln National LNC Stock Holding History

Algebris Investments (UK)’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
2017
Q2 		– Sell
-53,050
Closed -$3.47M – 34
2017
Q1 		$3.47M Buy
53,050
+49,204
+1,279% +$3.36M 0.37% 48
2016
Q4 		$255K Buy
+3,846
New +$224K 0.04% 69
2016
Q3 		– Sell
-38,700
Closed -$1.5M – 78
2016
Q2 		$1.5M Sell
38,700
-41,100
-52% -$1.74M 0.26% 53
2016
Q1 		$3.13M Buy
+79,800
New +$3.12M 1.15% 28
2014
Q1 		– Sell
-4,300
Closed -$222K – 72
2013
Q4 		$222K Buy
+4,300
New +$206K 0.14% 58

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Algebris Investments (UK)'s LNC Position: Q2 2017 in Review

Algebris Investments (UK) sold out of Lincoln National (LNC) in Q2 2017, closing a stake of 53,050 shares — an estimated $3.47M sold.

Algebris Investments (UK) first reported a position in LNC in Q4 2013 and held it in 5 quarters. The position peaked at $3.47M in Q1 2017. 646 funds tracked by Wall St. Rank hold LNC as of Q2 2017.

  • Algebris Investments (UK) reported no remaining Lincoln National position as of Q2 2017 after selling out during the quarter.
  • Algebris Investments (UK) sold 53,050 Lincoln National shares in Q2 2017, an estimated $3.47M.
  • Algebris Investments (UK) first reported a position in Lincoln National in Q4 2013 and held it in 5 quarters.
  • Algebris Investments (UK)'s Lincoln National position peaked at $3.47M in Q1 2017.
  • 646 funds tracked by Wall St. Rank held Lincoln National as of Q2 2017.

Based on Algebris Investments (UK)'s 13F filing for Q2 2017.