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Calvert Investment Management’s Lincoln National LNC Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-16,366
Closed -$1.08M – 341
2016
Q4 		$1.08M Sell
16,366
-2,197
-12% -$128K 0.04% 371
2016
Q3 		$872K Buy
18,563
+104
+0.6% +$4.66K 0.03% 403
2016
Q2 		$716K Sell
18,459
-294
-2% -$12.5K 0.03% 422
2016
Q1 		$735K Buy
18,753
+1,683
+10% +$65.7K 0.03% 389
2015
Q4 		$858K Buy
17,070
+5,369
+46% +$281K 0.04% 321
2015
Q3 		$555K Buy
11,701
+586
+5% +$31.4K 0.03% 335
2015
Q2 		$658K Sell
11,115
-258
-2% -$15.1K 0.03% 313
2015
Q1 		$653K Buy
11,373
+1,076
+10% +$60.1K 0.04% 290
2014
Q4 		$594K Buy
10,297
+719
+8% +$39.1K 0.04% 299
2014
Q3 		$513K Buy
+9,578
New +$509K 0.04% 308

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calvert Investment Management's LNC Position: Q1 2017 in Review

Calvert Investment Management sold out of Lincoln National (LNC) in Q1 2017, closing a stake of 16,366 shares — an estimated $1.08M sold.

Calvert Investment Management first reported a position in LNC in Q3 2014 and held it in 10 quarters. The position peaked at $1.08M in Q4 2016. 637 funds tracked by Wall St. Rank hold LNC as of Q1 2017.

  • Calvert Investment Management reported no remaining Lincoln National position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 16,366 Lincoln National shares in Q1 2017, an estimated $1.08M.
  • Calvert Investment Management first reported a position in Lincoln National in Q3 2014 and held it in 10 quarters.
  • Calvert Investment Management's Lincoln National position peaked at $1.08M in Q4 2016.
  • 637 funds tracked by Wall St. Rank held Lincoln National as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.