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Gerstein Fisher’s Lincoln National LNC Stock Holding History

Gerstein Fisher’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
2016
Q3 		$1.43M Buy
30,425
+24,740
+435% +$1.11M 0.18% 108
2016
Q2 		$220K Sell
5,685
-2,287
-29% -$97K 0.03% 365
2016
Q1 		$313K Sell
7,972
-383
-5% -$15K 0.04% 295
2015
Q4 		$420K Sell
8,355
-1,055
-11% -$55.2K 0.06% 255
2015
Q3 		$447K Sell
9,410
-4,172
-31% -$224K 0.07% 246
2015
Q2 		$804K Sell
13,582
-313
-2% -$18.3K 0.13% 164
2015
Q1 		$798K Buy
13,895
+2,372
+21% +$132K 0.13% 154
2014
Q4 		$665K Sell
11,523
-11
-0.1% -$599 0.11% 178
2014
Q3 		$618K Sell
11,534
-497
-4% -$26.4K 0.11% 176
2014
Q2 		$619K Buy
12,031
+665
+6% +$32.9K 0.12% 150
2014
Q1 		$576K Sell
11,366
-8,010
-41% -$403K 0.12% 153
2013
Q4 		$1M Buy
19,376
+12,897
+199% +$618K 0.04% 294
2013
Q3 		$272K Buy
6,479
+399
+7% +$16.8K 0.06% 285
2013
Q2 		$222K Buy
+6,080
New +$207K 0.05% 295

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Gerstein Fisher's LNC Position: Q3 2016 in Review

Gerstein Fisher increased its Lincoln National (LNC) stake by 435% in Q3 2016, buying an estimated $1.11M and bringing the position to 30,425 shares worth $1.43M. The position accounts for 0.18% of the portfolio, ranked #108.

Gerstein Fisher first reported a position in LNC in Q2 2013 and has held it in 14 quarters since. 567 funds tracked by Wall St. Rank hold LNC as of Q3 2016.

  • Gerstein Fisher held 30,425 shares of Lincoln National worth $1.43M as of Q3 2016.
  • Gerstein Fisher bought 24,740 Lincoln National shares in Q3 2016, an estimated $1.11M.
  • Lincoln National made up 0.18% of Gerstein Fisher's portfolio in Q3 2016, its #108 holding.
  • Gerstein Fisher first reported a position in Lincoln National in Q2 2013 and has held it in 14 quarters since.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.