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Daiwa SB Investments’s Lincoln National LNC Stock Holding History

Daiwa SB Investments’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
2014
Q4 		– Sell
-59,627
Closed -$3.19M – 155
2014
Q3 		$3.19M Buy
59,627
+7,268
+14% +$386K 0.4% 68
2014
Q2 		$2.69M Sell
52,359
-5,980
-10% -$296K 0.34% 76
2014
Q1 		$2.96M Sell
58,339
-2,583
-4% -$130K 0.35% 71
2013
Q4 		$3.15M Sell
60,922
-2,070
-3% -$99.2K 0.35% 43
2013
Q3 		$2.65M Buy
62,992
+6,160
+11% +$260K 0.3% 59
2013
Q2 		$2.07M Buy
+56,832
New +$1.94M 0.35% 69

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Daiwa SB Investments's LNC Position: Q4 2014 in Review

Daiwa SB Investments sold out of Lincoln National (LNC) in Q4 2014, closing a stake of 59,627 shares — an estimated $3.19M sold.

Daiwa SB Investments first reported a position in LNC in Q2 2013 and held it in 6 quarters. The position peaked at $3.19M in Q3 2014. 586 funds tracked by Wall St. Rank hold LNC as of Q4 2014.

  • Daiwa SB Investments reported no remaining Lincoln National position as of Q4 2014 after selling out during the quarter.
  • Daiwa SB Investments sold 59,627 Lincoln National shares in Q4 2014, an estimated $3.19M.
  • Daiwa SB Investments first reported a position in Lincoln National in Q2 2013 and held it in 6 quarters.
  • Daiwa SB Investments's Lincoln National position peaked at $3.19M in Q3 2014.
  • 586 funds tracked by Wall St. Rank held Lincoln National as of Q4 2014.

Based on Daiwa SB Investments's 13F filing for Q4 2014, filed 28 Jan 2015.