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	-1,000	Closed	-$68K	–	193
2019 Q3	$68K	Hold	1,000	–	–	0.03%	197
2019 Q2	$64K	Buy	+1,000	New	+$63.9K	0.03%	200
2019 Q1	–	Sell	-2,000	Closed	-$119K	–	194
2018 Q4	$119K	Buy	2,000 +1,000	+100%	+$60.8K	0.06%	162
2018 Q3	$68K	Buy	+1,000	New	+$66K	0.03%	187

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.