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

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