First National Bank of South Miami’s Lincoln National LNC Stock Holding History

First National Bank of South Miami’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
2020 Q4	–	Sell	-17	Closed	–	–	306
2020 Q3	$0	Hold	17	–	–	﹤0.01%	284
2020 Q2	$0	Sell	17 -38	-69%	-$1.34K	﹤0.01%	295
2020 Q1	$1K	Sell	55 -341	-86%	-$16.2K	﹤0.01%	269
2019 Q4	$23K	Sell	396 -674	-63%	-$39.7K	0.02%	199
2019 Q3	$57K	Hold	1,070	–	–	0.05%	167
2019 Q2	$70K	Buy	1,070 +5	+0.5%	+$319	0.07%	161
2019 Q1	$63K	Hold	1,065	–	–	0.06%	165
2018 Q4	$62K	Buy	+1,065	New	+$64.7K	0.06%	167

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 $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First National Bank of South Miami's LNC Position: Q4 2020 in Review

First National Bank of South Miami sold out of Lincoln National (LNC) in Q4 2020, closing a stake of 17 shares.

First National Bank of South Miami first reported a position in LNC in Q4 2018 and held it in 8 quarters. The position peaked at $70K in Q2 2019. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2020.

First National Bank of South Miami reported no remaining Lincoln National position as of Q4 2020 after selling out during the quarter.
First National Bank of South Miami sold 17 Lincoln National shares in Q4 2020.
First National Bank of South Miami first reported a position in Lincoln National in Q4 2018 and held it in 8 quarters.
First National Bank of South Miami's Lincoln National position peaked at $70K in Q2 2019.
626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2020.

Based on First National Bank of South Miami's 13F filing for Q4 2020, filed 16 Feb 2021.