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AMI Investment Management’s Lincoln National LNC Stock Holding History

AMI Investment Management’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
2013
Q4 		– Sell
-23,567
Closed -$523K – 40
2013
Q3 		$523K Hold
23,567
– – 0.39% 29
2013
Q2 		$523K Buy
+23,567
New +$804K 0.48% 29

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AMI Investment Management's LNC Position: Q4 2013 in Review

AMI Investment Management sold out of Lincoln National (LNC) in Q4 2013, closing a stake of 23,567 shares — an estimated $523K sold.

AMI Investment Management first reported a position in LNC in Q2 2013 and held it in 2 quarters. The position peaked at $523K in Q3 2013. 540 funds tracked by Wall St. Rank hold LNC as of Q4 2013.

  • AMI Investment Management reported no remaining Lincoln National position as of Q4 2013 after selling out during the quarter.
  • AMI Investment Management sold 23,567 Lincoln National shares in Q4 2013, an estimated $523K.
  • AMI Investment Management first reported a position in Lincoln National in Q2 2013 and held it in 2 quarters.
  • AMI Investment Management's Lincoln National position peaked at $523K in Q3 2013.
  • 540 funds tracked by Wall St. Rank held Lincoln National as of Q4 2013.

Based on AMI Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.