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Horan Capital Advisors’s Lincoln National LNC Stock Holding History

Horan Capital Advisors’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
-580
Closed -$34K – 178
2019
Q4 		$34K Hold
580
– – 0.02% 164
2019
Q3 		$35K Buy
+580
New +$34.7K 0.02% 167
2019
Q2 		– Sell
-580
Closed -$34K – 169
2019
Q1 		$34K Buy
+580
New +$34.4K 0.02% 161
2017
Q4 		– Sell
-1,160
Closed -$85K – 178
2017
Q3 		$85K Buy
+1,160
New +$81.8K 0.05% 115

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horan Capital Advisors's LNC Position: Q1 2020 in Review

Horan Capital Advisors sold out of Lincoln National (LNC) in Q1 2020, closing a stake of 580 shares — an estimated $34K sold.

Horan Capital Advisors first reported a position in LNC in Q3 2017 and held it in 4 quarters. The position peaked at $85K in Q3 2017. 517 funds tracked by Wall St. Rank hold LNC as of Q1 2020.

  • Horan Capital Advisors reported no remaining Lincoln National position as of Q1 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 580 Lincoln National shares in Q1 2020, an estimated $34K.
  • Horan Capital Advisors first reported a position in Lincoln National in Q3 2017 and held it in 4 quarters.
  • Horan Capital Advisors's Lincoln National position peaked at $85K in Q3 2017.
  • 517 funds tracked by Wall St. Rank held Lincoln National as of Q1 2020.

Based on Horan Capital Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.