Israel Discount Bank of New York’s Lincoln National LNC Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-915	Closed	-$54K	–	233
2019 Q1	$54K	Hold	915	–	–	0.04%	185
2018 Q4	$47K	Hold	915	–	–	0.04%	196
2018 Q3	$62K	Sell	915 -300	-25%	-$19.8K	0.04%	161
2018 Q2	$76K	Hold	1,215	–	–	0.05%	173
2018 Q1	$89K	Hold	1,215	–	–	0.06%	144
2017 Q4	$93K	Hold	1,215	–	–	0.06%	137
2017 Q3	$89K	Sell	1,215 -25	-2%	-$1.76K	0.07%	149
2017 Q2	$84K	Sell	1,240 -20	-2%	-$1.32K	0.07%	161
2017 Q1	$82K	Buy	1,260 +10	+0.8%	+$684	0.07%	149
2016 Q4	$83K	Buy	+1,250	New	+$72.7K	0.08%	164

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $1T AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Israel Discount Bank of New York's LNC Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Lincoln National (LNC) in Q2 2019, closing a stake of 915 shares — an estimated $54K sold.

Israel Discount Bank of New York first reported a position in LNC in Q4 2016 and held it in 10 quarters. The position peaked at $93K in Q4 2017. 664 funds tracked by Wall St. Rank hold LNC as of Q2 2019.

Israel Discount Bank of New York reported no remaining Lincoln National position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 915 Lincoln National shares in Q2 2019, an estimated $54K.
Israel Discount Bank of New York first reported a position in Lincoln National in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Lincoln National position peaked at $93K in Q4 2017.
664 funds tracked by Wall St. Rank held Lincoln National as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.