Bloom Tree Partners’s Lincoln National LNC Stock Holding History

Bloom Tree Partners’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
2018 Q4	–	Sell	-588,528	Closed	-$35.8M	–	41
2018 Q3	$39.8M	Buy	588,528 +283	+0%	+$18.7K	3.49%	12
2018 Q2	$36.6M	Buy	588,245 +152,236	+35%	+$10.4M	3.85%	14
2018 Q1	$31.9M	Buy	+436,009	New	+$34.2M	2.69%	20
2017 Q4	–	Sell	-399,255	Closed	-$29.3M	–	33
2017 Q3	$29.3M	Hold	399,255	–	–	2.95%	19
2017 Q2	$27M	Buy	+399,255	New	+$26.4M	2.99%	18
2017 Q1	–	Sell	-520,441	Closed	-$34.5M	–	33
2016 Q4	$34.5M	Sell	520,441 -275,127	-35%	-$16M	3.48%	14
2016 Q3	$37.4M	Buy	+795,568	New	+$35.6M	2.89%	19

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Bloom Tree Partners's LNC Position: Q4 2018 in Review

Bloom Tree Partners sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 588,528 shares — an estimated $35.8M sold.

Bloom Tree Partners first reported a position in LNC in Q3 2016 and held it in 7 quarters. The position peaked at $39.8M in Q3 2018. 635 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

Bloom Tree Partners reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
Bloom Tree Partners sold 588,528 Lincoln National shares in Q4 2018, an estimated $35.8M.
Bloom Tree Partners first reported a position in Lincoln National in Q3 2016 and held it in 7 quarters.
Bloom Tree Partners's Lincoln National position peaked at $39.8M in Q3 2018.
635 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Bloom Tree Partners's 13F filing for Q4 2018, filed 13 Feb 2019.