Cornerstone Advisors (Washington)’s Lincoln National LNC Stock Holding History

Cornerstone Advisors (Washington)’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 Q3	$67K	Buy	2,143 +29	+1%	+$1.03K	0.01%	228
2020 Q2	$78K	Buy	2,114 +406	+24%	+$14.3K	0.01%	198
2020 Q1	$45K	Buy	1,708 +457	+37%	+$21.7K	0.01%	232
2019 Q4	$74K	Buy	1,251 +8	+0.6%	+$471	0.01%	188
2019 Q3	$75K	Sell	1,243 -140	-10%	-$8.37K	0.01%	173
2019 Q2	$89K	Buy	1,383 +282	+26%	+$18K	0.01%	273
2019 Q1	$65K	Sell	1,101 -27	-2%	-$1.6K	0.01%	299
2018 Q4	$58K	Buy	1,128 +35	+3%	+$2.13K	0.01%	268
2018 Q3	$74K	Hold	1,093	–	–	0.05%	252
2018 Q2	$68K	Buy	1,093 +14	+1%	+$958	0.05%	261
2018 Q1	$79K	Buy	1,079 +276	+34%	+$21.7K	0.05%	223
2017 Q4	$62K	Hold	803	–	–	0.04%	249
2017 Q3	$59K	Hold	803	–	–	0.04%	250
2017 Q2	$54K	Hold	803	–	–	0.03%	266
2017 Q1	$53K	Hold	803	–	–	0.03%	267
2016 Q4	$53K	Buy	803 +104	+15%	+$6.05K	0.04%	259
2016 Q3	$33K	Hold	699	–	–	0.03%	339
2016 Q2	$27K	Hold	699	–	–	0.03%	236
2016 Q1	$27K	Sell	699 -11	-2%	-$430	0.03%	240
2015 Q4	$36K	Hold	710	–	–	0.04%	226
2015 Q3	$34K	Hold	710	–	–	0.03%	232
2015 Q2	$42K	Hold	710	–	–	0.03%	183
2015 Q1	$41K	Hold	710	–	–	0.03%	208
2014 Q4	$41K	Hold	710	–	–	0.03%	203
2014 Q3	$38K	Sell	710 -12	-2%	-$638	0.03%	91
2014 Q2	$37K	Buy	722 +33	+5%	+$1.63K	0.03%	102
2014 Q1	$35K	Buy	+689	New	+$34.6K	0.04%	96

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cornerstone Advisors (Washington)'s LNC Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Lincoln National (LNC) stake by 1.4% in Q3 2020, buying an estimated $1.03K and bringing the position to 2,143 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #228.

Cornerstone Advisors (Washington) first reported a position in LNC in Q1 2014 and has held it in 27 quarters since. The position peaked at $89K in Q2 2019. 536 funds tracked by Wall St. Rank hold LNC as of Q3 2020.

Cornerstone Advisors (Washington) held 2,143 shares of Lincoln National worth $67K as of Q3 2020.
Cornerstone Advisors (Washington) bought 29 Lincoln National shares in Q3 2020, an estimated $1.03K.
Lincoln National made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #228 holding.
Cornerstone Advisors (Washington) first reported a position in Lincoln National in Q1 2014 and has held it in 27 quarters since.
Cornerstone Advisors (Washington)'s Lincoln National position peaked at $89K in Q2 2019.
536 funds tracked by Wall St. Rank held Lincoln National as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.