EWM
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Elmwood Wealth Management’s Lincoln National LNC Stock Holding History

Elmwood 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
-1,617
Closed -$104K – 273
2019
Q2 		$104K Buy
+1,617
New +$103K 0.09% 105

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

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

Elmwood Wealth Management sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 1,617 shares — an estimated $104K sold.

Elmwood Wealth Management first reported a position in LNC in Q2 2019 and held it in 1 quarter. The position peaked at $104K in Q2 2019. 627 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Elmwood Wealth Management reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 1,617 Lincoln National shares in Q3 2019, an estimated $104K.
  • Elmwood Wealth Management first reported a position in Lincoln National in Q2 2019 and held it in 1 quarter.
  • Elmwood Wealth Management's Lincoln National position peaked at $104K in Q2 2019.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

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