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FDO Partners’s Lincoln National LNC Stock Holding History

FDO Partners’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
2017
Q4 		– Sell
-3,101
Closed -$228K – 228
2017
Q3 		$228K Sell
3,101
-20,710
-87% -$1.46M 0.09% 198
2017
Q2 		$1.61M Sell
23,811
-29,649
-55% -$1.96M 0.34% 129
2017
Q1 		$3.5M Buy
+53,460
New +$3.66M 0.87% 30
2016
Q4 		– Sell
-19,473
Closed -$915K – 238
2016
Q3 		$915K Buy
+19,473
New +$872K 0.39% 110
2016
Q2 		– Sell
-7,939
Closed -$311K – 245
2016
Q1 		$311K Buy
+7,939
New +$310K 0.2% 174

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

FDO Partners's LNC Position: Q4 2017 in Review

FDO Partners sold out of Lincoln National (LNC) in Q4 2017, closing a stake of 3,101 shares — an estimated $228K sold.

FDO Partners first reported a position in LNC in Q1 2016 and held it in 5 quarters. The position peaked at $3.5M in Q1 2017. 676 funds tracked by Wall St. Rank hold LNC as of Q4 2017.

  • FDO Partners reported no remaining Lincoln National position as of Q4 2017 after selling out during the quarter.
  • FDO Partners sold 3,101 Lincoln National shares in Q4 2017, an estimated $228K.
  • FDO Partners first reported a position in Lincoln National in Q1 2016 and held it in 5 quarters.
  • FDO Partners's Lincoln National position peaked at $3.5M in Q1 2017.
  • 676 funds tracked by Wall St. Rank held Lincoln National as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.