Barbara Oil Co’s Lincoln National LNC Stock Holding History

Barbara Oil 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 Q4	–	Sell	-10,000	Closed	-$313K	–	87
2020 Q3	$313K	Hold	10,000	–	–	0.17%	86
2020 Q2	$368K	Hold	10,000	–	–	0.21%	84
2020 Q1	$263K	Hold	10,000	–	–	0.18%	84
2019 Q4	$590K	Hold	10,000	–	–	0.31%	77
2019 Q3	$603K	Hold	10,000	–	–	0.34%	75
2019 Q2	$645K	Hold	10,000	–	–	0.37%	72
2019 Q1	$587K	Hold	10,000	–	–	0.35%	71
2018 Q4	$513K	Hold	10,000	–	–	0.35%	73
2018 Q3	$677K	Hold	10,000	–	–	0.4%	74
2018 Q2	$623K	Hold	10,000	–	–	0.4%	72
2018 Q1	$731K	Hold	10,000	–	–	0.48%	64
2017 Q4	$769K	Hold	10,000	–	–	0.49%	61
2017 Q3	$735K	Hold	10,000	–	–	0.51%	63
2017 Q2	$676K	Hold	10,000	–	–	0.49%	64
2017 Q1	$655K	Hold	10,000	–	–	0.49%	65
2016 Q4	$663K	Hold	10,000	–	–	0.52%	62
2016 Q3	$470K	Hold	10,000	–	–	0.38%	72
2016 Q2	$388K	Hold	10,000	–	–	0.31%	76
2016 Q1	$392K	Hold	10,000	–	–	0.33%	73
2015 Q4	$503K	Hold	10,000	–	–	0.42%	72
2015 Q3	$475K	Hold	10,000	–	–	0.42%	76
2015 Q2	$592K	Hold	10,000	–	–	0.49%	65
2015 Q1	$575K	Hold	10,000	–	–	0.47%	69
2014 Q4	$577K	Hold	10,000	–	–	0.47%	66
2014 Q3	$536K	Hold	10,000	–	–	0.45%	66
2014 Q2	$514K	Hold	10,000	–	–	0.44%	71
2014 Q1	$507K	Hold	10,000	–	–	0.45%	64
2013 Q4	$516K	Buy	+10,000	New	+$479K	0.45%	69

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barbara Oil Co's LNC Position: Q4 2020 in Review

Barbara Oil Co sold out of Lincoln National (LNC) in Q4 2020, closing a stake of 10,000 shares — an estimated $313K sold.

Barbara Oil Co first reported a position in LNC in Q4 2013 and held it in 28 quarters. The position peaked at $769K in Q4 2017. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2020.

Barbara Oil Co reported no remaining Lincoln National position as of Q4 2020 after selling out during the quarter.
Barbara Oil Co sold 10,000 Lincoln National shares in Q4 2020, an estimated $313K.
Barbara Oil Co first reported a position in Lincoln National in Q4 2013 and held it in 28 quarters.
Barbara Oil Co's Lincoln National position peaked at $769K in Q4 2017.
626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2020.

Based on Barbara Oil Co's 13F filing for Q4 2020, filed 16 Feb 2021.