First Citizens Bank & Trust’s Lincoln National LNC Stock Holding History

First Citizens Bank & Trust’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	-3,894	Closed	-$235K	–	386
2019 Q3	$235K	Buy	+3,894	New	+$233K	0.03%	309
2016 Q1	–	Sell	-126,758	Closed	-$6.37M	–	441
2015 Q4	$6.37M	Sell	126,758 -9,907	-7%	-$518K	0.47%	69
2015 Q3	$6.49M	Sell	136,665 -115,957	-46%	-$6.22M	0.48%	70
2015 Q2	$15M	Sell	252,622 -66,940	-21%	-$3.92M	1.04%	25
2015 Q1	$18.4M	Buy	319,562 +19,574	+7%	+$1.09M	1.27%	15
2014 Q4	$17.3M	Buy	299,988 +114,032	+61%	+$6.21M	1.33%	19
2014 Q3	$9.96M	Buy	185,956 +3,793	+2%	+$202K	0.82%	42
2014 Q2	$9.37M	Sell	182,163 -4,332	-2%	-$214K	0.8%	45
2014 Q1	$9.45M	Sell	186,495 -641	-0.3%	-$32.2K	0.85%	42
2013 Q4	$9.66M	Sell	187,136 -25,538	-12%	-$1.22M	0.88%	42
2013 Q3	$8.93M	Buy	212,674 +16,008	+8%	+$676K	0.34%	78
2013 Q2	$7.17M	Buy	+196,666	New	+$6.71M	0.29%	91

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 Citizens Bank & Trust's LNC Position: Q4 2019 in Review

First Citizens Bank & Trust sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 3,894 shares — an estimated $235K sold.

First Citizens Bank & Trust first reported a position in LNC in Q2 2013 and held it in 12 quarters. The position peaked at $18.4M in Q1 2015. 621 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

First Citizens Bank & Trust reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
First Citizens Bank & Trust sold 3,894 Lincoln National shares in Q4 2019, an estimated $235K.
First Citizens Bank & Trust first reported a position in Lincoln National in Q2 2013 and held it in 12 quarters.
First Citizens Bank & Trust's Lincoln National position peaked at $18.4M in Q1 2015.
621 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on First Citizens Bank & Trust's 13F filing for Q4 2019, filed 15 Jan 2020.