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EWM
Evercore Wealth Management’s
Lincoln National
LNC
Stock Holding History
Evercore 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
2018
Q1
–
Sell
-20
Closed
-$2K
–
603
2017
Q4
$2K
Hold
20
–
–
﹤0.01%
888
2017
Q3
$1K
Sell
20
-150
-88%
-$10.6K
﹤0.01%
893
2017
Q2
$11K
Buy
170
+126
+286%
+$8.33K
﹤0.01%
810
2017
Q1
$3K
Sell
44
-25
-36%
-$1.71K
﹤0.01%
927
2016
Q4
$5K
Sell
69
-1,282
-95%
-$74.6K
﹤0.01%
886
2016
Q3
$63K
Buy
1,351
+1,057
+360%
+$47.3K
﹤0.01%
560
2016
Q2
$11K
Buy
294
+161
+121%
+$6.83K
﹤0.01%
846
2016
Q1
$5K
Buy
133
+55
+71%
+$2.15K
﹤0.01%
854
2015
Q4
$4K
Buy
78
+3
+4%
+$157
﹤0.01%
940
2015
Q3
$4K
Buy
+75
New
+$4.02K
﹤0.01%
898
2015
Q2
–
Sell
-108
Closed
-$6K
–
1079
2015
Q1
$6K
Sell
108
-67
-38%
-$3.74K
﹤0.01%
917
2014
Q4
$10K
Buy
175
+2
+1%
+$109
﹤0.01%
741
2014
Q3
$9K
Hold
173
–
–
﹤0.01%
827
2014
Q2
$9K
Buy
+173
New
+$8.55K
﹤0.01%
853
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
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$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
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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