Artemis Investment Management’s Lincoln National LNC Stock Holding History

Artemis 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
2019 Q4	–	Sell	-69,700	Closed	-$4.2M	–	241
2019 Q3	$4.2M	Buy	+69,700	New	+$4.17M	0.06%	214
2018 Q2	–	Sell	-223,200	Closed	-$16.3M	–	251
2018 Q1	$16.3M	Buy	223,200 +95,900	+75%	+$7.52M	0.25%	104
2017 Q4	$9.79M	Sell	127,300 -1,200	-0.9%	-$90.8K	0.16%	131
2017 Q3	$9.44M	Buy	128,500 +71,000	+123%	+$5.01M	0.19%	127
2017 Q2	$3.89M	Sell	57,500 -1,100	-2%	-$72.7K	0.09%	171
2017 Q1	$3.83M	Buy	+58,600	New	+$4.01M	0.1%	148
2015 Q2	–	Sell	-178,405	Closed	-$10.3M	–	260
2015 Q1	$10.3M	Buy	178,405 +106,305	+147%	+$5.94M	0.41%	59
2014 Q4	$4.16M	Buy	+72,100	New	+$3.92M	0.16%	123

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Artemis Investment Management's LNC Position: Q4 2019 in Review

Artemis Investment Management sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 69,700 shares — an estimated $4.2M sold.

Artemis Investment Management first reported a position in LNC in Q4 2014 and held it in 8 quarters. The position peaked at $16.3M in Q1 2018. 621 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

Artemis Investment Management reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
Artemis Investment Management sold 69,700 Lincoln National shares in Q4 2019, an estimated $4.2M.
Artemis Investment Management first reported a position in Lincoln National in Q4 2014 and held it in 8 quarters.
Artemis Investment Management's Lincoln National position peaked at $16.3M in Q1 2018.
621 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Artemis Investment Management's 13F filing for Q4 2019, filed 14 Jan 2020.