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Destination Wealth Management’s Lincoln National LNC Stock Holding History

Destination Wealth 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
2019
Q3 		– Sell
-43
Closed -$3K – 336
2019
Q2 		$3K Hold
43
– – ﹤0.01% 515
2019
Q1 		$3K Sell
43
-200
-82% -$11.8K ﹤0.01% 572
2018
Q4 		$12K Hold
243
– – ﹤0.01% 391
2018
Q3 		$16K Hold
243
– – ﹤0.01% 422
2018
Q2 		$15K Buy
243
+200
+465% +$13.7K ﹤0.01% 362
2018
Q1 		$3K Buy
+43
New +$3.37K ﹤0.01% 483

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Destination Wealth Management's LNC Position: Q3 2019 in Review

Destination Wealth Management sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 43 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in LNC in Q1 2018 and held it in 6 quarters. The position peaked at $16K in Q3 2018. 627 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Destination Wealth Management reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 43 Lincoln National shares in Q3 2019, an estimated $3K.
  • Destination Wealth Management first reported a position in Lincoln National in Q1 2018 and held it in 6 quarters.
  • Destination Wealth Management's Lincoln National position peaked at $16K in Q3 2018.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.