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Boston Advisors’s Lincoln National LNC Stock Holding History

Boston Advisors’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
2019
Q3 		$924K Sell
15,311
-400
-3% -$23.9K 0.05% 399
2019
Q2 		$1.01M Sell
15,711
-2,085
-12% -$133K 0.05% 354
2019
Q1 		$1.04M Sell
17,796
-750
-4% -$44.4K 0.05% 334
2018
Q4 		$952K Hold
18,546
– – 0.06% 323
2018
Q3 		$1.25M Sell
18,546
-4,350
-19% -$287K 0.05% 337
2018
Q2 		$1.43M Sell
22,896
-2,535
-10% -$173K 0.04% 314
2018
Q1 		$1.86M Sell
25,431
-6,925
-21% -$543K 0.05% 287
2017
Q4 		$2.49M Sell
32,356
-9,185
-22% -$695K 0.05% 272
2017
Q3 		$3.05M Sell
41,541
-1,410
-3% -$99.5K 0.07% 257
2017
Q2 		$2.9M Sell
42,951
-2,375
-5% -$157K 0.07% 272
2017
Q1 		$2.97M Buy
45,326
+685
+2% +$46.8K 0.07% 270
2016
Q4 		$2.96M Sell
44,641
-1,108
-2% -$64.5K 0.07% 270
2016
Q3 		$2.15M Sell
45,749
-1,135
-2% -$50.8K 0.05% 278
2016
Q2 		$1.82M Sell
46,884
-22,336
-32% -$947K 0.05% 280
2016
Q1 		$2.71M Sell
69,220
-9,651
-12% -$377K 0.07% 246
2015
Q4 		$3.96M Buy
78,871
+1,705
+2% +$89.2K 0.09% 224
2015
Q3 		$3.66M Sell
77,166
-1,531
-2% -$82.1K 0.14% 202
2015
Q2 		$4.66M Buy
78,697
+8,846
+13% +$518K 0.19% 143
2015
Q1 		$4.01M Buy
69,851
+2,986
+4% +$167K 0.16% 161
2014
Q4 		$3.86M Buy
66,865
+985
+1% +$53.6K 0.16% 163
2014
Q3 		$3.53M Sell
65,880
-5,630
-8% -$299K 0.15% 167
2014
Q2 		$3.68M Sell
71,510
-7,023
-9% -$347K 0.16% 168
2014
Q1 		$3.98M Sell
78,533
-473
-0.6% -$23.8K 0.18% 148
2013
Q4 		$4.08M Buy
79,006
+265
+0.3% +$12.7K 0.19% 127
2013
Q3 		$3.31M Sell
78,741
-98
-0.1% -$4.14K 0.18% 136
2013
Q2 		$2.88M Buy
+78,839
New +$2.69M 0.14% 134

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Boston Advisors's LNC Position: Q3 2019 in Review

Boston Advisors reduced its Lincoln National (LNC) stake by 2.5% in Q3 2019, selling an estimated $23.9K and leaving 15,311 shares worth $924K. The position accounts for 0.05% of the portfolio, ranked #399.

Boston Advisors first reported a position in LNC in Q2 2013 and has held it in 26 quarters since. The position peaked at $4.66M in Q2 2015. 627 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Boston Advisors held 15,311 shares of Lincoln National worth $924K as of Q3 2019.
  • Boston Advisors sold 400 Lincoln National shares in Q3 2019, an estimated $23.9K.
  • Lincoln National made up 0.05% of Boston Advisors's portfolio in Q3 2019, its #399 holding.
  • Boston Advisors first reported a position in Lincoln National in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's Lincoln National position peaked at $4.66M in Q2 2015.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.