Altshuler Shaham’s Lincoln National LNC Stock Holding History

Altshuler Shaham’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
2020 Q2	–	Sell	-5	Closed	–	–	472
2020 Q1	$0	Hold	5	–	–	﹤0.01%	541
2019 Q4	$0	Hold	5	–	–	﹤0.01%	567
2019 Q3	$0	Buy	+5	New	+$299	﹤0.01%	499

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

LAM

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Altshuler Shaham's LNC Position: Q2 2020 in Review

Altshuler Shaham sold out of Lincoln National (LNC) in Q2 2020, closing a stake of 5 shares.

Altshuler Shaham first reported a position in LNC in Q3 2019 and held it in 3 quarters. The position peaked at $0 in Q1 2020. 562 funds tracked by Wall St. Rank hold LNC as of Q2 2020.

Altshuler Shaham reported no remaining Lincoln National position as of Q2 2020 after selling out during the quarter.
Altshuler Shaham sold 5 Lincoln National shares in Q2 2020.
Altshuler Shaham first reported a position in Lincoln National in Q3 2019 and held it in 3 quarters.
Altshuler Shaham's Lincoln National position peaked at $0 in Q1 2020.
562 funds tracked by Wall St. Rank held Lincoln National as of Q2 2020.

Based on Altshuler Shaham's 13F filing for Q2 2020, filed 13 Aug 2020.