Ferris Capital’s Lincoln National LNC Stock Holding History

Ferris Capital’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 Q2	–	Sell	-201	Closed	-$12K	–	422
2019 Q1	$12K	Sell	201 -59	-23%	-$3.49K	﹤0.01%	434
2018 Q4	$13K	Hold	260	–	–	0.01%	401
2018 Q3	$18K	Sell	260 -91	-26%	-$6.01K	0.01%	385
2018 Q2	$22K	Hold	351	–	–	0.01%	355
2018 Q1	$26K	Buy	+351	New	+$27.5K	0.01%	366
2017 Q3	–	Sell	-280	Closed	-$19K	–	394
2017 Q2	$19K	Buy	+280	New	+$18.5K	0.01%	369

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Ferris Capital's LNC Position: Q2 2019 in Review

Ferris Capital sold out of Lincoln National (LNC) in Q2 2019, closing a stake of 201 shares — an estimated $12K sold.

Ferris Capital first reported a position in LNC in Q2 2017 and held it in 6 quarters. The position peaked at $26K in Q1 2018. 664 funds tracked by Wall St. Rank hold LNC as of Q2 2019.

Ferris Capital reported no remaining Lincoln National position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 201 Lincoln National shares in Q2 2019, an estimated $12K.
Ferris Capital first reported a position in Lincoln National in Q2 2017 and held it in 6 quarters.
Ferris Capital's Lincoln National position peaked at $26K in Q1 2018.
664 funds tracked by Wall St. Rank held Lincoln National as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.