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Horizon Investment Services’s Lincoln National LNC Stock Holding History

Horizon Investment Services’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
2016
Q1 		– Sell
-12,888
Closed -$648K – 126
2015
Q4 		$648K Buy
12,888
+1,490
+13% +$78K 0.28% 61
2015
Q3 		$541K Sell
11,398
-1,175
-9% -$63K 0.26% 57
2015
Q2 		$745K Buy
12,573
+2,939
+31% +$172K 0.3% 53
2015
Q1 		$554K Buy
+9,634
New +$538K 0.23% 63

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RP
RR Partners New York $929M AUM 110.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Horizon Investment Services's LNC Position: Q1 2016 in Review

Horizon Investment Services sold out of Lincoln National (LNC) in Q1 2016, closing a stake of 12,888 shares — an estimated $648K sold.

Horizon Investment Services first reported a position in LNC in Q1 2015 and held it in 4 quarters. The position peaked at $745K in Q2 2015. 555 funds tracked by Wall St. Rank hold LNC as of Q1 2016.

  • Horizon Investment Services reported no remaining Lincoln National position as of Q1 2016 after selling out during the quarter.
  • Horizon Investment Services sold 12,888 Lincoln National shares in Q1 2016, an estimated $648K.
  • Horizon Investment Services first reported a position in Lincoln National in Q1 2015 and held it in 4 quarters.
  • Horizon Investment Services's Lincoln National position peaked at $745K in Q2 2015.
  • 555 funds tracked by Wall St. Rank held Lincoln National as of Q1 2016.

Based on Horizon Investment Services's 13F filing for Q1 2016, filed 16 May 2016.