FG
LNC icon

Formula Growth’s Lincoln National LNC Stock Holding History

Formula Growth’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
Q2 		– Sell
-2,520
Closed -$66K – 153
2020
Q1 		$66K Buy
+2,520
New +$120K 0.01% 144
2016
Q3 		– Sell
-79,000
Closed -$3.06M – 160
2016
Q2 		$3.06M Buy
+79,000
New +$3.35M 0.75% 45

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dodge & Cox
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Formula Growth's LNC Position: Q2 2020 in Review

Formula Growth sold out of Lincoln National (LNC) in Q2 2020, closing a stake of 2,520 shares — an estimated $66K sold.

Formula Growth first reported a position in LNC in Q2 2016 and held it in 2 quarters. The position peaked at $3.06M in Q2 2016. 562 funds tracked by Wall St. Rank hold LNC as of Q2 2020.

  • Formula Growth reported no remaining Lincoln National position as of Q2 2020 after selling out during the quarter.
  • Formula Growth sold 2,520 Lincoln National shares in Q2 2020, an estimated $66K.
  • Formula Growth first reported a position in Lincoln National in Q2 2016 and held it in 2 quarters.
  • Formula Growth's Lincoln National position peaked at $3.06M in Q2 2016.
  • 562 funds tracked by Wall St. Rank held Lincoln National as of Q2 2020.

Based on Formula Growth's 13F filing for Q2 2020, filed 13 Aug 2020.