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Endex Capital Management’s Lincoln National LNC Stock Holding History

Endex Capital 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
2013
Q4 		$143K Hold
2,767
– – 0.13% 190
2013
Q3 		$116K Hold
2,767
– – 0.12% 208
2013
Q2 		$101K Buy
+2,767
New +$94.4K 0.11% 218

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Endex Capital Management's LNC Position: Q4 2013 in Review

Endex Capital Management held its Lincoln National (LNC) position steady in Q4 2013 at 2,767 shares worth $143K. The position accounts for 0.13% of the portfolio, ranked #190.

Endex Capital Management first reported a position in LNC in Q2 2013 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold LNC as of Q4 2013.

  • Endex Capital Management held 2,767 shares of Lincoln National worth $143K as of Q4 2013.
  • Endex Capital Management left its Lincoln National share count unchanged in Q4 2013.
  • Lincoln National made up 0.13% of Endex Capital Management's portfolio in Q4 2013, its #190 holding.
  • Endex Capital Management first reported a position in Lincoln National in Q2 2013 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held Lincoln National as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.