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Bach Option’s Lincoln National LNC Stock Holding History

Bach Option’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
-13,900
Closed -$838K – 73
2019
Q3 		$838K Buy
+13,900
New +$831K 0.34% 39
2018
Q2 		– Sell
-10,000
Closed -$731K – 109
2018
Q1 		$731K Hold
10,000
– – 0.41% 41
2017
Q4 		$769K Buy
+10,000
New +$757K 0.52% 49

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LSV Asset Management
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bach Option's LNC Position: Q4 2019 in Review

Bach Option opened a new position in Lincoln National (LNC) in Q4 2019: 3,547 shares worth $209K. The stake represents 0.09% of the portfolio and ranks #60 among its holdings. This is a return to the name: Bach Option previously reported a position in LNC as recently as Q4 2018.

Bach Option first reported a position in LNC in Q2 2018 and has held it in 3 quarters since. The position peaked at $371K in Q4 2018. 621 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

  • Bach Option held 3,547 shares of Lincoln National worth $209K as of Q4 2019.
  • Lincoln National was a new Bach Option position in Q4 2019.
  • Lincoln National made up 0.09% of Bach Option's portfolio in Q4 2019, its #60 holding.
  • Bach Option first reported a position in Lincoln National in Q2 2018 and has held it in 3 quarters since.
  • Bach Option's Lincoln National position peaked at $371K in Q4 2018.
  • 621 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Bach Option's 13F filing for Q4 2019, filed 29 Jan 2020.