Curi RMB Capital’s Lincoln National LNC Stock Holding History

Curi RMB Capital’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
2018 Q4	–	Sell	-234,000	Closed	-$15.8M	–	950
2018 Q3	$15.8M	Buy	+234,000	New	+$15.4M	0.38%	84

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Norges Bank Oslo, Norway $935B AUM

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Curi RMB Capital's LNC Position: Q4 2018 in Review

Curi RMB Capital sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 8,758 shares — an estimated $593K sold.

Curi RMB Capital first reported a position in LNC in Q2 2017 and held it in 6 quarters. The position peaked at $726K in Q4 2017. 635 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

Curi RMB Capital reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
Curi RMB Capital sold 8,758 Lincoln National shares in Q4 2018, an estimated $593K.
Curi RMB Capital first reported a position in Lincoln National in Q2 2017 and held it in 6 quarters.
Curi RMB Capital's Lincoln National position peaked at $726K in Q4 2017.
635 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Curi RMB Capital's 13F filing for Q4 2018, filed 13 Feb 2019.