JOYN Advisors’s Lincoln National LNC Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-937	Closed	-$48K	–	830
2018 Q4	$48K	Buy	937 +185	+25%	+$11.2K	0.01%	355
2018 Q3	$51K	Buy	752 +26	+4%	+$1.72K	0.01%	385
2018 Q2	$45K	Buy	726 +164	+29%	+$11.2K	0.01%	428
2018 Q1	$41K	Sell	562 -2,347	-81%	-$184K	0.01%	506
2017 Q4	$224K	Buy	+2,909	New	+$220K	0.05%	155

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

JOYN Advisors's LNC Position: Q1 2019 in Review

JOYN Advisors sold out of Lincoln National (LNC) in Q1 2019, closing a stake of 937 shares — an estimated $48K sold.

JOYN Advisors first reported a position in LNC in Q4 2017 and held it in 5 quarters. The position peaked at $224K in Q4 2017. 655 funds tracked by Wall St. Rank hold LNC as of Q1 2019.

JOYN Advisors reported no remaining Lincoln National position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 937 Lincoln National shares in Q1 2019, an estimated $48K.
JOYN Advisors first reported a position in Lincoln National in Q4 2017 and held it in 5 quarters.
JOYN Advisors's Lincoln National position peaked at $224K in Q4 2017.
655 funds tracked by Wall St. Rank held Lincoln National as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.