Investors Asset Management of Georgia’s Lincoln National LNC Stock Holding History

Investors Asset Management of Georgia’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	-3,845	Closed	-$227K	–	148
2019 Q4	$227K	Hold	3,845	–	–	0.14%	133
2019 Q3	$232K	Buy	3,845 +45	+1%	+$2.69K	0.15%	128
2019 Q2	$245K	Hold	3,800	–	–	0.17%	124
2019 Q1	$223K	Buy	+3,800	New	+$225K	0.16%	124
2018 Q4	–	Sell	-3,800	Closed	-$257K	–	145
2018 Q3	$257K	Hold	3,800	–	–	0.18%	122
2018 Q2	$237K	Hold	3,800	–	–	0.17%	127
2018 Q1	$278K	Hold	3,800	–	–	0.21%	116
2017 Q4	$292K	Hold	3,800	–	–	0.21%	114
2017 Q3	$279K	Hold	3,800	–	–	0.21%	110
2017 Q2	$257K	Hold	3,800	–	–	0.18%	116
2017 Q1	$249K	Hold	3,800	–	–	0.17%	117
2016 Q4	$252K	Buy	+3,800	New	+$221K	0.19%	113
2015 Q3	–	Sell	-3,800	Closed	-$225K	–	136
2015 Q2	$225K	Hold	3,800	–	–	0.19%	113
2015 Q1	$218K	Hold	3,800	–	–	0.18%	120
2014 Q4	$219K	Buy	+3,800	New	+$207K	0.19%	119

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Investors Asset Management of Georgia's LNC Position: Q1 2020 in Review

Investors Asset Management of Georgia sold out of Lincoln National (LNC) in Q1 2020, closing a stake of 3,845 shares — an estimated $227K sold.

Investors Asset Management of Georgia first reported a position in LNC in Q4 2014 and held it in 15 quarters. The position peaked at $292K in Q4 2017. 518 funds tracked by Wall St. Rank hold LNC as of Q1 2020.

Investors Asset Management of Georgia reported no remaining Lincoln National position as of Q1 2020 after selling out during the quarter.
Investors Asset Management of Georgia sold 3,845 Lincoln National shares in Q1 2020, an estimated $227K.
Investors Asset Management of Georgia first reported a position in Lincoln National in Q4 2014 and held it in 15 quarters.
Investors Asset Management of Georgia's Lincoln National position peaked at $292K in Q4 2017.
518 funds tracked by Wall St. Rank held Lincoln National as of Q1 2020.

Based on Investors Asset Management of Georgia's 13F filing for Q1 2020, filed 21 Apr 2020.