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LNC icon

Baird’s Lincoln National LNC Stock Holding History

Baird’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
2015
Q1 		$498K Sell
8,669
-172
-2% -$9.61K 0.01% 959
2014
Q4 		$510K Buy
8,841
+2,165
+32% +$118K 0.01% 940
2014
Q3 		$358K Sell
6,676
-34,799
-84% -$1.85M 0.01% 938
2014
Q2 		$2.13M Sell
41,475
-42,847
-51% -$2.12M 0.03% 472
2014
Q1 		$4.27M Sell
84,322
-1,361
-2% -$68.4K 0.06% 299
2013
Q4 		$4.42M Sell
85,683
-1,551
-2% -$74.3K 0.08% 284
2013
Q3 		$3.66M Buy
87,234
+18
+0% +$760 0.07% 317
2013
Q2 		$3.18M Buy
+87,216
New +$2.97M 0.06% 319

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Baird's LNC Position: Q1 2015 in Review

Baird reduced its Lincoln National (LNC) stake by 1.9% in Q1 2015, selling an estimated $9.61K and leaving 8,669 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #959.

Baird first reported a position in LNC in Q2 2013 and has held it in 8 quarters since. The position peaked at $4.42M in Q4 2013. 588 funds tracked by Wall St. Rank hold LNC as of Q1 2015.

  • Baird held 8,669 shares of Lincoln National worth $498K as of Q1 2015.
  • Baird sold 172 Lincoln National shares in Q1 2015, an estimated $9.61K.
  • Lincoln National made up 0.01% of Baird's portfolio in Q1 2015, its #959 holding.
  • Baird first reported a position in Lincoln National in Q2 2013 and has held it in 8 quarters since.
  • Baird's Lincoln National position peaked at $4.42M in Q4 2013.
  • 588 funds tracked by Wall St. Rank held Lincoln National as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.