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Hudson Edge Investment Partners’s Lincoln National LNC Stock Holding History

Hudson Edge Investment Partners’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
2018
Q3 		– Sell
-6,637
Closed -$413K – 154
2018
Q2 		$413K Sell
6,637
-882
-12% -$60.4K 0.08% 132
2018
Q1 		$549K Sell
7,519
-43
-0.6% -$3.37K 0.08% 80
2017
Q4 		$581K Buy
7,562
+15
+0.2% +$1.14K 0.08% 84
2017
Q3 		$555K Sell
7,547
-600
-7% -$42.3K 0.08% 84
2017
Q2 		$551K Hold
8,147
– – 0.08% 98
2017
Q1 		$533K Sell
8,147
-1,988
-20% -$136K 0.07% 99
2016
Q4 		$672K Sell
10,135
-460
-4% -$26.8K 0.09% 71
2016
Q3 		$498K Sell
10,595
-755
-7% -$33.8K 0.07% 91
2016
Q2 		$440K Sell
11,350
-110,770
-91% -$4.7M 0.07% 100
2016
Q1 		$4.79M Buy
122,120
+20,295
+20% +$793K 0.47% 69
2015
Q4 		$5.12M Sell
101,825
-7,645
-7% -$400K 0.5% 53
2015
Q3 		$5.2M Buy
109,470
+555
+0.5% +$29.8K 0.28% 55
2015
Q2 		$6.45M Sell
108,915
-2,110
-2% -$124K 0.27% 51
2015
Q1 		$6.38M Sell
111,025
-70,075
-39% -$3.91M 0.26% 50
2014
Q4 		$10.4M Buy
181,100
+10
+0% +$544 0.38% 49
2014
Q3 		$9.7M Buy
181,090
+275
+0.2% +$14.6K 0.36% 53
2014
Q2 		$9.3M Buy
180,815
+1,260
+0.7% +$62.3K 0.33% 59
2014
Q1 		$9.1M Sell
179,555
-1,250
-0.7% -$62.8K 0.34% 57
2013
Q4 		$9.33M Sell
180,805
-8,490
-4% -$407K 0.36% 54
2013
Q3 		$7.95M Sell
189,295
-4,800
-2% -$203K 0.33% 65
2013
Q2 		$7.08M Buy
+194,095
New +$6.62M 0.28% 64

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Hudson Edge Investment Partners's LNC Position: Q3 2018 in Review

Hudson Edge Investment Partners sold out of Lincoln National (LNC) in Q3 2018, closing a stake of 6,637 shares — an estimated $413K sold.

Hudson Edge Investment Partners first reported a position in LNC in Q2 2013 and held it in 21 quarters. The position peaked at $10.4M in Q4 2014. 661 funds tracked by Wall St. Rank hold LNC as of Q3 2018.

  • Hudson Edge Investment Partners reported no remaining Lincoln National position as of Q3 2018 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 6,637 Lincoln National shares in Q3 2018, an estimated $413K.
  • Hudson Edge Investment Partners first reported a position in Lincoln National in Q2 2013 and held it in 21 quarters.
  • Hudson Edge Investment Partners's Lincoln National position peaked at $10.4M in Q4 2014.
  • 661 funds tracked by Wall St. Rank held Lincoln National as of Q3 2018.

Based on Hudson Edge Investment Partners's 13F filing for Q3 2018, filed 29 Oct 2018.