HCM
LNC icon

HMS Capital Management’s Lincoln National LNC Stock Holding History

HMS Capital Management’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
Q4 		– Sell
-3,000
Closed -$203K – 192
2019
Q3 		$203K Buy
3,000
+2,000
+200% +$120K 0.08% 179
2019
Q2 		$64K Buy
+1,000
New +$63.9K 0.03% 199
2019
Q1 		– Sell
-6,000
Closed -$357K – 193
2018
Q4 		$357K Buy
6,000
+3,000
+100% +$182K 0.18% 134
2018
Q3 		$203K Buy
+3,000
New +$198K 0.1% 172

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

HMS Capital Management's LNC Position: Q4 2019 in Review

HMS Capital Management sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 3,000 shares — an estimated $203K sold.

HMS Capital Management first reported a position in LNC in Q3 2018 and held it in 4 quarters. The position peaked at $357K in Q4 2018. 620 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

  • HMS Capital Management reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
  • HMS Capital Management sold 3,000 Lincoln National shares in Q4 2019, an estimated $203K.
  • HMS Capital Management first reported a position in Lincoln National in Q3 2018 and held it in 4 quarters.
  • HMS Capital Management's Lincoln National position peaked at $357K in Q4 2018.
  • 620 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on HMS Capital Management's 13F filing for Q4 2019, filed 29 Jan 2020.