AM
LNC icon

Appaloosa Management’s Lincoln National LNC Stock Holding History

Appaloosa 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
-550,465
Closed -$23.1M – 76
2013
Q3 		$23.1M Sell
550,465
-11,200
-2% -$473K 0.37% 47
2013
Q2 		$20.5M Buy
+561,665
New +$19.2M 0.3% 53

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Appaloosa Management's LNC Position: Q4 2013 in Review

Appaloosa Management sold out of Lincoln National (LNC) in Q4 2013, closing a stake of 550,465 shares — an estimated $23.1M sold.

Appaloosa Management first reported a position in LNC in Q2 2013 and held it in 2 quarters. The position peaked at $23.1M in Q3 2013. 540 funds tracked by Wall St. Rank hold LNC as of Q4 2013.

  • Appaloosa Management reported no remaining Lincoln National position as of Q4 2013 after selling out during the quarter.
  • Appaloosa Management sold 550,465 Lincoln National shares in Q4 2013, an estimated $23.1M.
  • Appaloosa Management first reported a position in Lincoln National in Q2 2013 and held it in 2 quarters.
  • Appaloosa Management's Lincoln National position peaked at $23.1M in Q3 2013.
  • 540 funds tracked by Wall St. Rank held Lincoln National as of Q4 2013.

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