Jolley Asset Management’s Lincoln National LNC Stock Holding History

Jolley Asset Management’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 Q4	–	Sell	-6,000	Closed	-$406K	–	62
2018 Q3	$406K	Buy	+6,000	New	+$396K	0.27%	46
2016 Q2	–	Sell	-110	Closed	-$4K	–	151
2016 Q1	$4K	Hold	110	–	–	﹤0.01%	131
2015 Q4	$6K	Hold	110	–	–	0.01%	104
2015 Q3	$5K	Hold	110	–	–	0.01%	101
2015 Q2	$7K	Hold	110	–	–	0.01%	105
2015 Q1	$6K	Hold	110	–	–	0.01%	106
2014 Q4	$6K	Hold	110	–	–	0.01%	111
2014 Q3	$6K	Hold	110	–	–	﹤0.01%	108
2014 Q2	$6K	Hold	110	–	–	﹤0.01%	116
2014 Q1	$6K	Buy	110 +1	+0.9%	+$50	﹤0.01%	110
2013 Q4	$6K	Hold	109	–	–	﹤0.01%	113
2013 Q3	$5K	Hold	109	–	–	﹤0.01%	114
2013 Q2	$4K	Buy	+109	New	+$3.72K	﹤0.01%	112

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jolley Asset Management's LNC Position: Q4 2018 in Review

Jolley Asset Management sold out of Lincoln National (LNC) in Q4 2018, closing a stake of 6,000 shares — an estimated $406K sold.

Jolley Asset Management first reported a position in LNC in Q2 2013 and held it in 13 quarters. The position peaked at $406K in Q3 2018. 635 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

Jolley Asset Management reported no remaining Lincoln National position as of Q4 2018 after selling out during the quarter.
Jolley Asset Management sold 6,000 Lincoln National shares in Q4 2018, an estimated $406K.
Jolley Asset Management first reported a position in Lincoln National in Q2 2013 and held it in 13 quarters.
Jolley Asset Management's Lincoln National position peaked at $406K in Q3 2018.
635 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Jolley Asset Management's 13F filing for Q4 2018, filed 28 Jan 2019.