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Gideon Capital Advisors’s Lincoln National LNC Stock Holding History

Gideon Capital Advisors’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
Q3 		– Sell
-5,593
Closed -$360K – 351
2019
Q2 		$360K Sell
5,593
-4,434
-44% -$283K 0.12% 206
2019
Q1 		$589K Sell
10,027
-19,467
-66% -$1.15M 0.21% 132
2018
Q4 		$1.51M Buy
29,494
+19,677
+200% +$1.2M 0.62% 38
2018
Q3 		$664K Buy
9,817
+6,235
+174% +$412K 0.31% 92
2018
Q2 		$223K Sell
3,582
-6,498
-64% -$445K 0.11% 322
2018
Q1 		$736K Buy
10,080
+2,686
+36% +$211K 0.46% 54
2017
Q4 		$568K Buy
+7,394
New +$559K 0.5% 44
2016
Q2 		– Sell
-12,562
Closed -$492K – 229
2016
Q1 		$492K Sell
12,562
-5,698
-31% -$223K 0.61% 67
2015
Q4 		$918K Sell
18,260
-3,317
-15% -$174K 0.67% 60
2015
Q3 		$1.02M Sell
21,577
-779
-3% -$41.8K 0.6% 60
2015
Q2 		$1.32M Buy
22,356
+4,204
+23% +$246K 0.55% 66
2015
Q1 		$1.04M Buy
+18,152
New +$1.01M 0.42% 91
2014
Q3 		– Sell
-7,483
Closed -$385K – 328
2014
Q2 		$385K Sell
7,483
-12,157
-62% -$601K 0.14% 181
2014
Q1 		$995K Sell
19,640
-6,460
-25% -$325K 0.55% 58
2013
Q4 		$1.35M Buy
+26,100
New +$1.25M 0.8% 40

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Gideon Capital Advisors's LNC Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Lincoln National (LNC) in Q3 2019, closing a stake of 5,593 shares — an estimated $360K sold.

Gideon Capital Advisors first reported a position in LNC in Q4 2013 and held it in 15 quarters. The position peaked at $1.51M in Q4 2018. 628 funds tracked by Wall St. Rank hold LNC as of Q3 2019.

  • Gideon Capital Advisors reported no remaining Lincoln National position as of Q3 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 5,593 Lincoln National shares in Q3 2019, an estimated $360K.
  • Gideon Capital Advisors first reported a position in Lincoln National in Q4 2013 and held it in 15 quarters.
  • Gideon Capital Advisors's Lincoln National position peaked at $1.51M in Q4 2018.
  • 628 funds tracked by Wall St. Rank held Lincoln National as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.