CCM
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Cai Capital Management’s Lincoln National LNC Stock Holding History

Cai Capital 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
2013
Q4 		– Sell
-26,867
Closed -$1.13M – 79
2013
Q3 		$1.13M Buy
26,867
+6,721
+33% +$284K 0.73% 47
2013
Q2 		$735K Buy
+20,146
New +$687K 0.42% 91

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cai Capital Management's LNC Position: Q4 2013 in Review

Cai Capital Management sold out of Lincoln National (LNC) in Q4 2013, closing a stake of 26,867 shares — an estimated $1.13M sold.

Cai Capital Management first reported a position in LNC in Q2 2013 and held it in 2 quarters. The position peaked at $1.13M in Q3 2013. 539 funds tracked by Wall St. Rank hold LNC as of Q4 2013.

  • Cai Capital Management reported no remaining Lincoln National position as of Q4 2013 after selling out during the quarter.
  • Cai Capital Management sold 26,867 Lincoln National shares in Q4 2013, an estimated $1.13M.
  • Cai Capital Management first reported a position in Lincoln National in Q2 2013 and held it in 2 quarters.
  • Cai Capital Management's Lincoln National position peaked at $1.13M in Q3 2013.
  • 539 funds tracked by Wall St. Rank held Lincoln National as of Q4 2013.

Based on Cai Capital Management's 13F filing for Q4 2013.