Andreas Halvorsen’s Lincoln National LNC Stock Holding History

Andreas Halvorsen’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
2018 Q4	–	Sell	-3,313,701	Closed	-$224M	–	65
2018 Q3	$224M	Sell	3,313,701 -1,380,006	-29%	-$91.1M	1.24%	22
2018 Q2	$292M	Buy	4,693,707 +2,571,724	+121%	+$176M	1.67%	20
2018 Q1	$155M	Sell	2,121,983 -60,940	-3%	-$4.78M	0.93%	28
2017 Q4	$168M	Buy	2,182,923 +1,187,323	+119%	+$89.8M	1.03%	27
2017 Q3	$73.2M	Buy	+995,600	New	+$70.2M	0.47%	41
2017 Q2	–	Sell	-671,188	Closed	-$43.9M	–	68
2017 Q1	$43.9M	Buy	+671,188	New	+$45.9M	0.19%	53

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Andreas Halvorsen's LNC Position: Q4 2018 in Review

Andreas Halvorsen sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 3,313,701 shares — an estimated $224M sold.

Andreas Halvorsen first reported a position in LNC in Q1 2017 and held it in 6 quarters. The position peaked at $292M in Q2 2018. 636 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

Andreas Halvorsen reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
Andreas Halvorsen sold 3,313,701 Lincoln National shares in Q4 2018, an estimated $224M.
Andreas Halvorsen first reported a position in Lincoln National in Q1 2017 and held it in 6 quarters.
Andreas Halvorsen's Lincoln National position peaked at $292M in Q2 2018.
636 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Viking Global Investors's 13F filing for Q4 2018, filed 14 Feb 2019.