BFIM
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Beese Fulmer Investment Management’s Lincoln National LNC Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-1,952
Closed -$72K – 394
2020
Q2 		$72K Buy
+1,952
New +$68.7K 0.01% 281

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Beese Fulmer Investment Management's LNC Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Lincoln National (LNC) in Q3 2020, closing a stake of 1,952 shares — an estimated $72K sold.

Beese Fulmer Investment Management first reported a position in LNC in Q2 2020 and held it in 1 quarter. The position peaked at $72K in Q2 2020. 536 funds tracked by Wall St. Rank hold LNC as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Lincoln National position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,952 Lincoln National shares in Q3 2020, an estimated $72K.
  • Beese Fulmer Investment Management first reported a position in Lincoln National in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Lincoln National position peaked at $72K in Q2 2020.
  • 536 funds tracked by Wall St. Rank held Lincoln National as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.