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Brandywine Oak Private Wealth’s Lincoln National LNC Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-200
Closed -$10K – 443
2018
Q4 		$10K Buy
+200
New +$12.2K ﹤0.01% 506

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Oak Private Wealth's LNC Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Lincoln National (LNC) in Q1 2019, closing a stake of 200 shares — an estimated $10K sold.

Brandywine Oak Private Wealth first reported a position in LNC in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 655 funds tracked by Wall St. Rank hold LNC as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Lincoln National position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 200 Lincoln National shares in Q1 2019, an estimated $10K.
  • Brandywine Oak Private Wealth first reported a position in Lincoln National in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Lincoln National position peaked at $10K in Q4 2018.
  • 655 funds tracked by Wall St. Rank held Lincoln National as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.