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Dowling & Yahnke’s Lincoln National LNC Stock Holding History

Dowling & Yahnke’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
-3,173
Closed -$215K – 272
2018
Q3 		$215K Sell
3,173
-300
-9% -$19.8K 0.02% 271
2018
Q2 		$216K Sell
3,473
-300
-8% -$20.5K 0.02% 266
2018
Q1 		$276K Sell
3,773
-300
-7% -$23.5K 0.03% 255
2017
Q4 		$313K Sell
4,073
-200
-5% -$15.1K 0.03% 257
2017
Q3 		$314K Sell
4,273
-250
-6% -$17.6K 0.03% 243
2017
Q2 		$306K Sell
4,523
-250
-5% -$16.5K 0.03% 242
2017
Q1 		$312K Sell
4,773
-250
-5% -$17.1K 0.03% 241
2016
Q4 		$333K Sell
5,023
-600
-11% -$34.9K 0.04% 230
2016
Q3 		$264K Hold
5,623
– – 0.03% 242
2016
Q2 		$218K Hold
5,623
– – 0.03% 254
2016
Q1 		$220K Sell
5,623
-39
-0.7% -$1.52K 0.03% 245
2015
Q4 		$285K Sell
5,662
-261
-4% -$13.7K 0.04% 230
2015
Q3 		$281K Sell
5,923
-350
-6% -$18.8K 0.04% 222
2015
Q2 		$371K Buy
6,273
+23
+0.4% +$1.35K 0.05% 214
2015
Q1 		$359K Hold
6,250
– – 0.04% 217
2014
Q4 		$360K Sell
6,250
-250
-4% -$13.6K 0.04% 214
2014
Q3 		$348K Hold
6,500
– – 0.05% 211
2014
Q2 		$334K Sell
6,500
-200
-3% -$9.88K 0.04% 225
2014
Q1 		$339K Sell
6,700
-525
-7% -$26.4K 0.04% 225
2013
Q4 		$373K Sell
7,225
-425
-6% -$20.4K 0.05% 201
2013
Q3 		$321K Sell
7,650
-500
-6% -$21.1K 0.05% 201
2013
Q2 		$297K Buy
+8,150
New +$278K 0.05% 201

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
LSV Asset Management
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dowling & Yahnke's LNC Position: Q4 2018 in Review

Dowling & Yahnke sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 3,173 shares — an estimated $215K sold.

Dowling & Yahnke first reported a position in LNC in Q2 2013 and held it in 22 quarters. The position peaked at $373K in Q4 2013. 636 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

  • Dowling & Yahnke reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
  • Dowling & Yahnke sold 3,173 Lincoln National shares in Q4 2018, an estimated $215K.
  • Dowling & Yahnke first reported a position in Lincoln National in Q2 2013 and held it in 22 quarters.
  • Dowling & Yahnke's Lincoln National position peaked at $373K in Q4 2013.
  • 636 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Dowling & Yahnke's 13F filing for Q4 2018, filed 24 Jan 2019.