Appleton Partners’s Lincoln National LNC Stock Holding History

Appleton Partners’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 Q1	–	Sell	-51,291	Closed	-$3.03M	–	275
2019 Q4	$3.03M	Buy	+51,291	New	+$3.02M	0.33%	78

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Appleton Partners's LNC Position: Q1 2020 in Review

Appleton Partners sold out of Lincoln National (LNC) in Q1 2020, closing a stake of 51,291 shares — an estimated $3.03M sold.

Appleton Partners first reported a position in LNC in Q4 2019 and held it in 1 quarter. The position peaked at $3.03M in Q4 2019. 518 funds tracked by Wall St. Rank hold LNC as of Q1 2020.

Appleton Partners reported no remaining Lincoln National position as of Q1 2020 after selling out during the quarter.
Appleton Partners sold 51,291 Lincoln National shares in Q1 2020, an estimated $3.03M.
Appleton Partners first reported a position in Lincoln National in Q4 2019 and held it in 1 quarter.
Appleton Partners's Lincoln National position peaked at $3.03M in Q4 2019.
518 funds tracked by Wall St. Rank held Lincoln National as of Q1 2020.

Based on Appleton Partners's 13F filing for Q1 2020, filed 4 May 2020.