Bank Julius Baer & Co
LNC icon

Bank Julius Baer & Co’s Lincoln National LNC Stock Holding History

Bank Julius Baer & Co’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
2020
Q2 		– Sell
-565
Closed -$15K – 713
2020
Q1 		$15K Buy
+565
New +$26.8K ﹤0.01% 591

Other funds holding LNC

Vanguard Group
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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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank Julius Baer & Co's LNC Position: Q2 2020 in Review

Bank Julius Baer & Co sold out of Lincoln National (LNC) in Q2 2020, closing a stake of 565 shares — an estimated $15K sold.

Bank Julius Baer & Co first reported a position in LNC in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 562 funds tracked by Wall St. Rank hold LNC as of Q2 2020.

  • Bank Julius Baer & Co reported no remaining Lincoln National position as of Q2 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 565 Lincoln National shares in Q2 2020, an estimated $15K.
  • Bank Julius Baer & Co first reported a position in Lincoln National in Q1 2020 and held it in 1 quarter.
  • Bank Julius Baer & Co's Lincoln National position peaked at $15K in Q1 2020.
  • 562 funds tracked by Wall St. Rank held Lincoln National as of Q2 2020.

Based on Bank Julius Baer & Co's 13F filing for Q2 2020, filed 10 Aug 2020.