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Brooks Moore & Associates’s Lincoln National LNC Stock Holding History

Brooks Moore & Associates’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
Q4 		– Sell
-8,612
Closed -$519K – 98
2019
Q3 		$519K Buy
8,612
+100
+1% +$5.98K 0.44% 68
2019
Q2 		$549K Sell
8,512
-150
-2% -$9.58K 0.47% 69
2019
Q1 		$508K Hold
8,662
– – 0.46% 64
2018
Q4 		$444K Buy
+8,662
New +$527K 0.45% 63

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Brooks Moore & Associates's LNC Position: Q4 2019 in Review

Brooks Moore & Associates sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 8,612 shares — an estimated $519K sold.

Brooks Moore & Associates first reported a position in LNC in Q4 2018 and held it in 4 quarters. The position peaked at $549K in Q2 2019. 620 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

  • Brooks Moore & Associates reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
  • Brooks Moore & Associates sold 8,612 Lincoln National shares in Q4 2019, an estimated $519K.
  • Brooks Moore & Associates first reported a position in Lincoln National in Q4 2018 and held it in 4 quarters.
  • Brooks Moore & Associates's Lincoln National position peaked at $549K in Q2 2019.
  • 620 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Brooks Moore & Associates's 13F filing for Q4 2019, filed 30 Jan 2020.