Caption Management’s Lincoln National LNC Stock Holding History

Caption 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
2020 Q4	–	Sell	-50,000	Closed	-$1.57M	–	1141
2020 Q3	$1.57M	Buy	+50,000	New	+$1.78M	0.04%	508

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caption Management's LNC Position: Q1 2019 in Review

Caption Management sold out of Lincoln National (LNC) in Q1 2019, closing a stake of 12,000 shares — an estimated $616K sold.

Caption Management first reported a position in LNC in Q4 2018 and held it in 1 quarter. The position peaked at $616K in Q4 2018. 655 funds tracked by Wall St. Rank hold LNC as of Q1 2019.

Caption Management reported no remaining Lincoln National position as of Q1 2019 after selling out during the quarter.
Caption Management sold 12,000 Lincoln National shares in Q1 2019, an estimated $616K.
Caption Management first reported a position in Lincoln National in Q4 2018 and held it in 1 quarter.
Caption Management's Lincoln National position peaked at $616K in Q4 2018.
655 funds tracked by Wall St. Rank held Lincoln National as of Q1 2019.

Based on Caption Management's 13F filing for Q1 2019, filed 14 May 2019.