Edmond de Rothschild Holding’s Lincoln National LNC Stock Holding History

Edmond de Rothschild Holding’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 Q4	–	Sell	-504	Closed	-$30K	–	597
2019 Q3	$30K	Hold	504	–	–	﹤0.01%	500
2019 Q2	$32K	Hold	504	–	–	﹤0.01%	494
2019 Q1	$30K	Sell	504 -753	-60%	-$44.6K	﹤0.01%	509
2018 Q4	$64K	Buy	1,257 +87	+7%	+$5.29K	﹤0.01%	505
2018 Q3	$79K	Hold	1,170	–	–	﹤0.01%	560
2018 Q2	$73K	Hold	1,170	–	–	﹤0.01%	573
2018 Q1	$85K	Buy	1,170 +313	+37%	+$24.6K	﹤0.01%	579
2017 Q4	$66K	Buy	857 +193	+29%	+$14.6K	﹤0.01%	612
2017 Q3	$49K	Buy	+664	New	+$46.9K	﹤0.01%	658
2015 Q4	–	Sell	-248	Closed	-$12K	–	862
2015 Q3	$12K	Hold	248	–	–	﹤0.01%	760
2015 Q2	$15K	Buy	+248	New	+$14.5K	﹤0.01%	748

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Edmond de Rothschild Holding's LNC Position: Q4 2019 in Review

Edmond de Rothschild Holding sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 504 shares — an estimated $30K sold.

Edmond de Rothschild Holding first reported a position in LNC in Q2 2015 and held it in 11 quarters. The position peaked at $85K in Q1 2018. 620 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

Edmond de Rothschild Holding reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
Edmond de Rothschild Holding sold 504 Lincoln National shares in Q4 2019, an estimated $30K.
Edmond de Rothschild Holding first reported a position in Lincoln National in Q2 2015 and held it in 11 quarters.
Edmond de Rothschild Holding's Lincoln National position peaked at $85K in Q1 2018.
620 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2019, filed 14 Feb 2020.