Dorsey & Whitney Trust’s Lincoln National LNC Stock Holding History

Dorsey & Whitney Trust’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 Q1	–	Sell	-4,169	Closed	-$246K	–	440
2019 Q4	$246K	Sell	4,169 -128	-3%	-$7.53K	0.03%	369
2019 Q3	$259K	Buy	4,297 +52	+1%	+$3.11K	0.04%	338
2019 Q2	$273K	Buy	4,245 +239	+6%	+$15.3K	0.04%	308
2019 Q1	$235K	Sell	4,006 -138	-3%	-$8.17K	0.04%	334
2018 Q4	$212K	Buy	4,144 +6	+0.1%	+$365	0.04%	326
2018 Q3	$279K	Buy	4,138 +254	+7%	+$16.8K	0.04%	302
2018 Q2	$241K	Hold	3,884	–	–	0.04%	314
2018 Q1	$283K	Hold	3,884	–	–	0.05%	254
2017 Q4	$299K	Hold	3,884	–	–	0.06%	240
2017 Q3	$285K	Buy	3,884 +159	+4%	+$11.2K	0.06%	239
2017 Q2	$251K	Hold	3,725	–	–	0.05%	267
2017 Q1	$244K	Buy	+3,725	New	+$255K	0.05%	262

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dorsey & Whitney Trust's LNC Position: Q1 2020 in Review

Dorsey & Whitney Trust sold out of Lincoln National (LNC) in Q1 2020, closing a stake of 4,169 shares — an estimated $246K sold.

Dorsey & Whitney Trust first reported a position in LNC in Q1 2017 and held it in 12 quarters. The position peaked at $299K in Q4 2017. 518 funds tracked by Wall St. Rank hold LNC as of Q1 2020.

Dorsey & Whitney Trust reported no remaining Lincoln National position as of Q1 2020 after selling out during the quarter.
Dorsey & Whitney Trust sold 4,169 Lincoln National shares in Q1 2020, an estimated $246K.
Dorsey & Whitney Trust first reported a position in Lincoln National in Q1 2017 and held it in 12 quarters.
Dorsey & Whitney Trust's Lincoln National position peaked at $299K in Q4 2017.
518 funds tracked by Wall St. Rank held Lincoln National as of Q1 2020.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2020, filed 12 May 2020.