American Research & Management Company’s Lincoln National LNC Stock Holding History

American Research & Management Company’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	–	Sell	-300	Closed	-$19K	–	339
2019 Q2	$19K	Hold	300	–	–	0.01%	261
2019 Q1	$18K	Hold	300	–	–	0.01%	284
2018 Q4	$15K	Hold	300	–	–	0.01%	251
2018 Q3	$20K	Hold	300	–	–	0.01%	245
2018 Q2	$19K	Sell	300 -200	-40%	-$13.7K	0.01%	233
2018 Q1	$37K	Hold	500	–	–	0.01%	205
2017 Q4	$38K	Hold	500	–	–	0.01%	222
2017 Q3	$37K	Hold	500	–	–	0.01%	205
2017 Q2	$34K	Hold	500	–	–	0.01%	198
2017 Q1	$33K	Hold	500	–	–	0.01%	188
2016 Q4	$33K	Hold	500	–	–	0.01%	201
2016 Q3	$23K	Hold	500	–	–	0.01%	228
2016 Q2	$19K	Hold	500	–	–	0.01%	228
2016 Q1	$20K	Sell	500 -500	-50%	-$19.5K	0.01%	226
2015 Q4	$50K	Hold	1,000	–	–	0.02%	165
2015 Q3	$47K	Hold	1,000	–	–	0.02%	165
2015 Q2	$59K	Hold	1,000	–	–	0.02%	159
2015 Q1	$57K	Sell	1,000 -500	-33%	-$27.9K	0.02%	167
2014 Q4	$87K	Hold	1,500	–	–	0.03%	141
2014 Q3	$80K	Hold	1,500	–	–	0.03%	147
2014 Q2	$77K	Hold	1,500	–	–	0.03%	149
2014 Q1	$76K	Hold	1,500	–	–	0.03%	148
2013 Q4	$77K	Hold	1,500	–	–	0.03%	150
2013 Q3	$63K	Hold	1,500	–	–	0.03%	156
2013 Q2	$55K	Buy	+1,500	New	+$51.1K	0.02%	163

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

American Research & Management Company's LNC Position: Q3 2019 in Review

American Research & Management Company sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 300 shares — an estimated $19K sold.

American Research & Management Company first reported a position in LNC in Q2 2013 and held it in 25 quarters. The position peaked at $87K in Q4 2014. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

American Research & Management Company reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
American Research & Management Company sold 300 Lincoln National shares in Q3 2019, an estimated $19K.
American Research & Management Company first reported a position in Lincoln National in Q2 2013 and held it in 25 quarters.
American Research & Management Company's Lincoln National position peaked at $87K in Q4 2014.
628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on American Research & Management Company's 13F filing for Q3 2019, filed 31 Oct 2019.