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Archipel Asset Management’s Lincoln National LNC Stock Holding History

Archipel Asset 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
2014
Q3 		$4.4M Sell
82,168
-44,635
-35% -$2.37M 1.27% 26
2014
Q2 		$6.52M Buy
+126,803
New +$6.27M 1.63% 37

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Archipel Asset Management's LNC Position: Q3 2014 in Review

Archipel Asset Management reduced its Lincoln National (LNC) stake by 35% in Q3 2014, selling an estimated $2.37M and leaving 82,168 shares worth $4.4M. The position accounts for 1.27% of the portfolio, ranked #26.

Archipel Asset Management first reported a position in LNC in Q2 2014 and has held it in 2 quarters since. The position peaked at $6.52M in Q2 2014. 557 funds tracked by Wall St. Rank hold LNC as of Q3 2014.

  • Archipel Asset Management held 82,168 shares of Lincoln National worth $4.4M as of Q3 2014.
  • Archipel Asset Management sold 44,635 Lincoln National shares in Q3 2014, an estimated $2.37M.
  • Lincoln National made up 1.27% of Archipel Asset Management's portfolio in Q3 2014, its #26 holding.
  • Archipel Asset Management first reported a position in Lincoln National in Q2 2014 and has held it in 2 quarters since.
  • Archipel Asset Management's Lincoln National position peaked at $6.52M in Q2 2014.
  • 557 funds tracked by Wall St. Rank held Lincoln National as of Q3 2014.

Based on Archipel Asset Management's 13F filing for Q3 2014, filed 15 Oct 2014.