Hellman Jordan Management Company’s Lincoln National LNC Stock Holding History

Hellman Jordan Management Company’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 Q1	–	Sell	-21,596	Closed	-$1.27M	–	49
2019 Q4	$1.27M	Buy	21,596 +2,140	+11%	+$126K	1.43%	22
2019 Q3	$1.17M	Buy	19,456 +11,300	+139%	+$676K	0.93%	17
2019 Q2	$526K	Hold	8,156	–	–	0.72%	39
2019 Q1	$479K	Sell	8,156 -18,936	-70%	-$1.12M	0.33%	44
2018 Q4	$1.39M	Buy	27,092 +6,780	+33%	+$412K	1.55%	12
2018 Q3	$1.37M	Buy	20,312 +5,000	+33%	+$330K	0.99%	12
2018 Q2	$953K	Sell	15,312 -2,000	-12%	-$137K	0.76%	24
2018 Q1	$1.26M	Buy	17,312 +3,500	+25%	+$275K	2.09%	9
2017 Q4	$1.06M	Hold	13,812	–	–	1.67%	19
2017 Q3	$1.01M	Buy	13,812 +2,921	+27%	+$206K	2.21%	9
2017 Q2	$736K	Buy	+10,891	New	+$720K	1.58%	26
2016 Q4	$769K	Buy	+11,615	New	+$676K	1.05%	33

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hellman Jordan Management Company's LNC Position: Q1 2020 in Review

Hellman Jordan Management Company sold out of Lincoln National (LNC) in Q1 2020, closing a stake of 21,596 shares — an estimated $1.27M sold.

Hellman Jordan Management Company first reported a position in LNC in Q4 2016 and held it in 12 quarters. The position peaked at $1.39M in Q4 2018. 518 funds tracked by Wall St. Rank hold LNC as of Q1 2020.

Hellman Jordan Management Company reported no remaining Lincoln National position as of Q1 2020 after selling out during the quarter.
Hellman Jordan Management Company sold 21,596 Lincoln National shares in Q1 2020, an estimated $1.27M.
Hellman Jordan Management Company first reported a position in Lincoln National in Q4 2016 and held it in 12 quarters.
Hellman Jordan Management Company's Lincoln National position peaked at $1.39M in Q4 2018.
518 funds tracked by Wall St. Rank held Lincoln National as of Q1 2020.

Based on Hellman Jordan Management Company's 13F filing for Q1 2020, filed 28 May 2020.