FDx Advisors’s Lincoln National LNC Stock Holding History

FDx Advisors’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	-3,366	Closed	-$217K	–	734
2019 Q2	$217K	Buy	+3,366	New	+$215K	0.01%	745
2018 Q3	–	Sell	-5,656	Closed	-$352K	–	923
2018 Q2	$352K	Sell	5,656 -10,580	-65%	-$724K	0.01%	665
2018 Q1	$1.19M	Sell	16,236 -448	-3%	-$35.1K	0.04%	449
2017 Q4	$1.28M	Buy	16,684 +544	+3%	+$41.2K	0.03%	464
2017 Q3	$1.19M	Sell	16,140 -6,189	-28%	-$437K	0.03%	468
2017 Q2	$1.51M	Buy	22,329 +3,065	+16%	+$203K	0.04%	394
2017 Q1	$1.26M	Sell	19,264 -2,302	-11%	-$157K	0.04%	451
2016 Q4	$1.43M	Buy	21,566 +837	+4%	+$48.7K	0.04%	396
2016 Q3	$974K	Sell	20,729 -3,671	-15%	-$164K	0.04%	394
2016 Q2	$946K	Sell	24,400 -424	-2%	-$18K	0.04%	383
2016 Q1	$973K	Buy	24,824 +2,831	+13%	+$111K	0.04%	370
2015 Q4	$1.1M	Sell	21,993 -256	-1%	-$13.4K	0.05%	323
2015 Q3	$1.06M	Sell	22,249 -6,143	-22%	-$329K	0.09%	228
2015 Q2	$1.68M	Sell	28,392 -9,908	-26%	-$580K	0.08%	217
2015 Q1	$2.2M	Buy	38,300 +9,824	+34%	+$549K	0.05%	310
2014 Q4	$1.64M	Sell	28,476 -2,051	-7%	-$112K	0.1%	191
2014 Q3	$1.64M	Buy	30,527 +1,665	+6%	+$88.5K	0.11%	189
2014 Q2	$1.49M	Buy	28,862 +4,604	+19%	+$228K	0.1%	229
2014 Q1	$1.23M	Buy	24,258 +6,693	+38%	+$336K	0.1%	200
2013 Q4	$907K	Buy	17,565 +484	+3%	+$23.2K	0.09%	214
2013 Q3	$717K	Buy	17,081 +4,642	+37%	+$196K	0.08%	217
2013 Q2	$454K	Buy	+12,439	New	+$424K	0.06%	275

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

FDx Advisors's LNC Position: Q3 2019 in Review

FDx Advisors sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 3,366 shares — an estimated $217K sold.

FDx Advisors first reported a position in LNC in Q2 2013 and held it in 22 quarters. The position peaked at $2.2M in Q1 2015. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

FDx Advisors reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 3,366 Lincoln National shares in Q3 2019, an estimated $217K.
FDx Advisors first reported a position in Lincoln National in Q2 2013 and held it in 22 quarters.
FDx Advisors's Lincoln National position peaked at $2.2M in Q1 2015.
628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.