Capital Guardian Trust’s Lincoln National LNC Stock Holding History

Capital Guardian Trust’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 Q2	–	Sell	-420	Closed	-$27K	–	392
2017 Q1	$27K	Sell	420 -293	-41%	-$20K	﹤0.01%	466
2016 Q4	$47K	Buy	713 +218	+44%	+$12.7K	﹤0.01%	451
2016 Q3	$23K	Buy	495 +250	+102%	+$11.2K	﹤0.01%	493
2016 Q2	$9K	Hold	245	–	–	﹤0.01%	568
2016 Q1	$10K	Hold	245	–	–	﹤0.01%	600
2015 Q4	$12K	Hold	245	–	–	﹤0.01%	566
2015 Q3	$12K	Hold	245	–	–	﹤0.01%	561
2015 Q2	$15K	Sell	245 -50	-17%	-$2.93K	﹤0.01%	524
2015 Q1	$17K	Buy	+295	New	+$16.5K	﹤0.01%	530
2014 Q4	–	Sell	-104	Closed	-$6K	–	587
2014 Q3	$6K	Sell	104 -182	-64%	-$9.68K	﹤0.01%	521
2014 Q2	$15K	Hold	286	–	–	﹤0.01%	454
2014 Q1	$14K	Buy	+286	New	+$14.4K	﹤0.01%	433
2013 Q4	–	Sell	-225	Closed	-$9K	–	596
2013 Q3	$9K	Buy	+225	New	+$9.5K	﹤0.01%	471

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Guardian Trust's LNC Position: Q2 2017 in Review

Capital Guardian Trust sold out of Lincoln National (LNC) in Q2 2017, closing a stake of 420 shares — an estimated $27K sold.

Capital Guardian Trust first reported a position in LNC in Q3 2013 and held it in 13 quarters. The position peaked at $47K in Q4 2016. 646 funds tracked by Wall St. Rank hold LNC as of Q2 2017.

Capital Guardian Trust reported no remaining Lincoln National position as of Q2 2017 after selling out during the quarter.
Capital Guardian Trust sold 420 Lincoln National shares in Q2 2017, an estimated $27K.
Capital Guardian Trust first reported a position in Lincoln National in Q3 2013 and held it in 13 quarters.
Capital Guardian Trust's Lincoln National position peaked at $47K in Q4 2016.
646 funds tracked by Wall St. Rank held Lincoln National as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.