BPM
LNC icon

Bowling Portfolio Management’s Lincoln National LNC Stock Holding History

Bowling Portfolio 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
2019
Q3 		– Sell
-51,290
Closed -$3.31M – 350
2019
Q2 		$3.31M Buy
+51,290
New +$3.28M 0.54% 50
2018
Q1 		– Sell
-43,809
Closed -$3.37M – 386
2017
Q4 		$3.37M Sell
43,809
-1,005
-2% -$76K 0.45% 69
2017
Q3 		$3.29M Buy
+44,814
New +$3.16M 0.5% 61
2017
Q2 		– Sell
-58,547
Closed -$3.83M – 388
2017
Q1 		$3.83M Buy
+58,547
New +$4M 0.63% 56

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bowling Portfolio Management's LNC Position: Q3 2019 in Review

Bowling Portfolio Management sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 51,290 shares — an estimated $3.31M sold.

Bowling Portfolio Management first reported a position in LNC in Q1 2017 and held it in 4 quarters. The position peaked at $3.83M in Q1 2017. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Bowling Portfolio Management reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 51,290 Lincoln National shares in Q3 2019, an estimated $3.31M.
  • Bowling Portfolio Management first reported a position in Lincoln National in Q1 2017 and held it in 4 quarters.
  • Bowling Portfolio Management's Lincoln National position peaked at $3.83M in Q1 2017.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Bowling Portfolio Management's 13F filing for Q3 2019, filed 15 Oct 2019.