First Business Financial Services’s Lincoln National LNC Stock Holding History

First Business Financial Services’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 Q4	–	Sell	-7,763	Closed	-$468K	–	131
2019 Q3	$468K	Hold	7,763	–	–	0.08%	74
2019 Q2	$500K	Hold	7,763	–	–	0.09%	73
2019 Q1	$456K	Sell	7,763 -175	-2%	-$10.4K	0.08%	72
2018 Q4	$407K	Sell	7,938 -1,757	-18%	-$107K	0.07%	102
2018 Q3	$656K	Hold	9,695	–	–	0.1%	73
2018 Q2	$604K	Sell	9,695 -156	-2%	-$10.7K	0.11%	61
2018 Q1	$720K	Sell	9,851 -269	-3%	-$21.1K	0.13%	49
2017 Q4	$778K	Buy	10,120 +1,276	+14%	+$96.5K	0.14%	36
2017 Q3	$650K	Buy	8,844 +910	+11%	+$64.2K	0.13%	30
2017 Q2	$536K	Hold	7,934	–	–	0.11%	36
2017 Q1	$519K	Buy	+7,934	New	+$543K	0.11%	41
2016 Q4	–	Sell	-8,582	Closed	-$403K	–	74
2016 Q3	$403K	Hold	8,582	–	–	0.1%	53
2016 Q2	$333K	Buy	+8,582	New	+$364K	0.09%	62
2015 Q4	–	Sell	-6,308	Closed	-$299K	–	71
2015 Q3	$299K	Buy	6,308 +52	+0.8%	+$2.79K	0.1%	54
2015 Q2	$370K	Buy	6,256 +320	+5%	+$18.7K	0.11%	41
2015 Q1	$341K	Buy	5,936 +491	+9%	+$27.4K	0.1%	45
2014 Q4	$314K	Buy	5,445 +702	+15%	+$38.2K	0.1%	50
2014 Q3	$254K	Buy	+4,743	New	+$252K	0.09%	60

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

First Business Financial Services's LNC Position: Q4 2019 in Review

First Business Financial Services sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 7,763 shares — an estimated $468K sold.

First Business Financial Services first reported a position in LNC in Q3 2014 and held it in 18 quarters. The position peaked at $778K in Q4 2017. 621 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

First Business Financial Services reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
First Business Financial Services sold 7,763 Lincoln National shares in Q4 2019, an estimated $468K.
First Business Financial Services first reported a position in Lincoln National in Q3 2014 and held it in 18 quarters.
First Business Financial Services's Lincoln National position peaked at $778K in Q4 2017.
621 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on First Business Financial Services's 13F filing for Q4 2019, filed 10 Feb 2020.