ETrade Capital Management’s Lincoln National LNC Stock Holding History

ETrade 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
2020 Q3	$619K	Buy	19,775 +974	+5%	+$34.8K	0.01%	503
2020 Q2	$691K	Sell	18,801 -298	-2%	-$10.5K	0.01%	469
2020 Q1	$503K	Buy	19,099 +336	+2%	+$15.9K	0.01%	471
2019 Q4	$1.11M	Sell	18,763 -753	-4%	-$44.3K	0.02%	337
2019 Q3	$1.18M	Sell	19,516 -1,979	-9%	-$118K	0.03%	308
2019 Q2	$1.39M	Sell	21,495 -56	-0.3%	-$3.58K	0.04%	278
2019 Q1	$1.26M	Buy	21,551 +2,622	+14%	+$155K	0.04%	277
2018 Q4	$971K	Sell	18,929 -1,670	-8%	-$102K	0.03%	308
2018 Q3	$1.39M	Buy	20,599 +2,147	+12%	+$142K	0.04%	260
2018 Q2	$1.15M	Sell	18,452 -3,164	-15%	-$217K	0.04%	312
2018 Q1	$1.58M	Sell	21,616 -2,505	-10%	-$197K	0.05%	219
2017 Q4	$1.85M	Buy	24,121 +2,238	+10%	+$169K	0.06%	191
2017 Q3	$1.61M	Buy	21,883 +1,730	+9%	+$122K	0.06%	193
2017 Q2	$1.36M	Buy	20,153 +3,816	+23%	+$252K	0.05%	202
2017 Q1	$1.07M	Buy	16,337 +1,671	+11%	+$114K	0.04%	239
2016 Q4	$972K	Buy	14,666 +1,688	+13%	+$98.2K	0.04%	245
2016 Q3	$610K	Buy	12,978 +4,532	+54%	+$203K	0.03%	340
2016 Q2	$327K	Buy	8,446 +1,796	+27%	+$76.2K	0.02%	384
2016 Q1	$261K	Buy	6,650 +156	+2%	+$6.09K	0.01%	395
2015 Q4	$326K	Buy	+6,494	New	+$340K	0.02%	364
2015 Q3	–	Sell	-8,124	Closed	-$481K	–	423
2015 Q2	$481K	Sell	8,124 -132	-2%	-$7.73K	0.03%	305
2015 Q1	$474K	Buy	8,256 +913	+12%	+$51K	0.03%	293
2014 Q4	$423K	Buy	7,343 +1,303	+22%	+$70.9K	0.03%	338
2014 Q3	$324K	Buy	6,040 +825	+16%	+$43.9K	0.02%	357
2014 Q2	$268K	Buy	5,215 +2,055	+65%	+$102K	0.02%	315
2014 Q1	$160K	Buy	3,160 +1,168	+59%	+$58.7K	0.01%	354
2013 Q4	$103K	Buy	1,992 +504	+34%	+$24.1K	0.01%	362
2013 Q3	$62K	Buy	1,488 +1,431	+2,511%	+$60.4K	0.01%	405
2013 Q2	$2K	Buy	+57	New	+$1.94K	﹤0.01%	795

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ETrade Capital Management's LNC Position: Q3 2020 in Review

ETrade Capital Management increased its Lincoln National (LNC) stake by 5.2% in Q3 2020, buying an estimated $34.8K and bringing the position to 19,775 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #503.

ETrade Capital Management first reported a position in LNC in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.85M in Q4 2017. 536 funds tracked by Wall St. Rank hold LNC as of Q3 2020.

ETrade Capital Management held 19,775 shares of Lincoln National worth $619K as of Q3 2020.
ETrade Capital Management bought 974 Lincoln National shares in Q3 2020, an estimated $34.8K.
Lincoln National made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #503 holding.
ETrade Capital Management first reported a position in Lincoln National in Q2 2013 and has held it in 29 quarters since.
ETrade Capital Management's Lincoln National position peaked at $1.85M in Q4 2017.
536 funds tracked by Wall St. Rank held Lincoln National as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.