HJMC
Hellman Jordan Management Company’s Lincoln National LNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$682K | 0.93% | 17 |
|
|
2019
Q2 | $526K | Hold |
8,156
| – | – | 0.72% | 39 |
|
|
2019
Q1 | $479K | Sell |
8,156
-18,936
| -70% | -$1.11M | 0.33% | 44 |
|
|
2018
Q4 | $1.39M | Buy |
27,092
+6,780
| +33% | +$348K | 1.55% | 12 |
|
|
2018
Q3 | $1.37M | Buy |
20,312
+5,000
| +33% | +$338K | 0.99% | 12 |
|
|
2018
Q2 | $953K | Sell |
15,312
-2,000
| -12% | -$124K | 0.76% | 24 |
|
|
2018
Q1 | $1.27M | Buy |
17,312
+3,500
| +25% | +$256K | 2.09% | 9 |
|
|
2017
Q4 | $1.06M | Hold |
13,812
| – | – | 1.67% | 19 |
|
|
2017
Q3 | $1.02M | Buy |
13,812
+2,921
| +27% | +$215K | 2.21% | 9 |
|
|
2017
Q2 | $736K | Buy |
+10,891
| New | +$736K | 1.58% | 26 |
|
|
2016
Q4 | $769K | Buy |
+11,615
| New | +$769K | 1.05% | 33 |
|