AAM
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Aureus Asset Management’s Lincoln National LNC Stock Holding History

Aureus 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
2016
Q1 		– Sell
-13,370
Closed -$672K – 130
2015
Q4 		$672K Sell
13,370
-410
-3% -$21.5K 0.15% 65
2015
Q3 		$654K Hold
13,780
– – 0.16% 66
2015
Q2 		$816K Buy
13,780
+1
+0% +$59 0.17% 69
2015
Q1 		$792K Sell
13,779
-330
-2% -$18.4K 0.18% 70
2014
Q4 		$814K Sell
14,109
-745
-5% -$40.5K 0.2% 69
2014
Q3 		$796K Sell
14,854
-5,644
-28% -$300K 0.2% 64
2014
Q2 		$1.05M Sell
20,498
-10,292
-33% -$509K 0.26% 59
2014
Q1 		$1.56M Sell
30,790
-1,218
-4% -$61.2K 0.4% 55
2013
Q4 		$1.65M Sell
32,008
-55
-0.2% -$2.63K 0.45% 52
2013
Q3 		$1.35M Sell
32,063
-1,400
-4% -$59.1K 0.46% 53
2013
Q2 		$1.22M Buy
+33,463
New +$1.14M 0.44% 55

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 $761B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return