ESB
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Essex Savings Bank’s Lincoln National LNC Stock Holding History

Essex Savings Bank’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
-378
Closed -$24K – 433
2019
Q2 		$24K Buy
378
+189
+100% +$12.1K 0.01% 553
2019
Q1 		$11K Hold
189
– – 0.01% 494
2018
Q4 		$10K Buy
+189
New +$11.5K 0.01% 511

Other funds holding LNC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.9T AUM 41.92% 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 $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

Essex Savings Bank's LNC Position: Q3 2019 in Review

Essex Savings Bank sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 378 shares — an estimated $24K sold.

Essex Savings Bank first reported a position in LNC in Q4 2018 and held it in 3 quarters. The position peaked at $24K in Q2 2019. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Essex Savings Bank reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 378 Lincoln National shares in Q3 2019, an estimated $24K.
  • Essex Savings Bank first reported a position in Lincoln National in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Lincoln National position peaked at $24K in Q2 2019.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.