IR
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Invictus RG’s Lincoln National LNC Stock Holding History

Invictus RG’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
Q1 		– Sell
-5,078
Closed -$390K – 311
2017
Q4 		$390K Buy
5,078
+4,707
+1,269% +$356K 0.41% 100
2017
Q3 		$27K Sell
371
-5,161
-93% -$364K 0.02% 403
2017
Q2 		$374K Buy
5,532
+4,882
+751% +$323K 0.27% 128
2017
Q1 		$43K Sell
650
-7,410
-92% -$507K 0.03% 544
2016
Q4 		$534K Buy
8,060
+7,313
+979% +$425K 0.36% 75
2016
Q3 		$35K Buy
747
+578
+342% +$25.9K 0.03% 499
2016
Q2 		$7K Sell
169
-143
-46% -$6.07K 0.01% 538
2016
Q1 		$12K Sell
312
-3,838
-92% -$150K 0.01% 466
2015
Q4 		$209K Buy
+4,150
New +$217K 0.2% 189

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return