JIM
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Jupiter Investment Management’s Lincoln National LNC Stock Holding History

Jupiter Investment 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
2020
Q1 		– Sell
-5,834
Closed -$344K – 439
2019
Q4 		$344K Sell
5,834
-6,510
-53% -$383K ﹤0.01% 385
2019
Q3 		$744K Buy
+12,344
New +$738K 0.01% 370
2019
Q2 		– Sell
-13,200
Closed -$774K – 388
2019
Q1 		$774K Buy
+13,200
New +$782K 0.01% 265
2018
Q3 		– Sell
-6,900
Closed -$429K – 410
2018
Q2 		$429K Buy
+6,900
New +$472K ﹤0.01% 329
2017
Q4 		– Sell
-1,312,250
Closed -$96.4M – 405
2017
Q3 		$96.4M Sell
1,312,250
-261,409
-17% -$18.4M 1.01% 34
2017
Q2 		$106M Buy
1,573,659
+750,776
+91% +$49.6M 1.29% 28
2017
Q1 		$53.9M Buy
+822,883
New +$56.3M 0.76% 45
2016
Q4 		– Sell
-145,775
Closed -$6.85M – 407
2016
Q3 		$6.85M Sell
145,775
-854,487
-85% -$38.3M 0.12% 134
2016
Q2 		$38.8M Sell
1,000,262
-286,095
-22% -$12.1M 0.73% 44
2016
Q1 		$50.4M Buy
1,286,357
+782,991
+156% +$30.6M 1.03% 18
2015
Q4 		$25.3M Buy
503,366
+291,765
+138% +$15.3M 0.67% 53
2015
Q3 		$10M Sell
211,601
-101,887
-33% -$5.46M 0.28% 94
2015
Q2 		$18.6M Sell
313,488
-373,739
-54% -$21.9M 0.54% 63
2015
Q1 		$39.5M Sell
687,227
-19,714
-3% -$1.1M 1.26% 28
2014
Q4 		$40.8M Buy
706,941
+138,712
+24% +$7.55M 1.45% 17
2014
Q3 		$30.4M Buy
568,229
+50,484
+10% +$2.68M 1.5% 17
2014
Q2 		$26.6M Buy
517,745
+192,962
+59% +$9.54M 1.49% 12
2014
Q1 		$16.5M Buy
324,783
+96,915
+43% +$4.87M 1.11% 24
2013
Q4 		$11.8M Buy
227,868
+66,185
+41% +$3.17M 0.99% 23
2013
Q3 		$6.79M Buy
161,683
+12,454
+8% +$526K 0.65% 47
2013
Q2 		$5.44M Buy
+149,229
New +$5.09M 0.65% 52

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jupiter Investment Management's LNC Position: Q1 2020 in Review

Jupiter Investment Management sold out of Lincoln National (LNC) in Q1 2020, closing a stake of 5,834 shares — an estimated $344K sold.

Jupiter Investment Management first reported a position in LNC in Q2 2013 and held it in 21 quarters. The position peaked at $106M in Q2 2017. 518 funds tracked by Wall St. Rank hold LNC as of Q1 2020.

  • Jupiter Investment Management reported no remaining Lincoln National position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 5,834 Lincoln National shares in Q1 2020, an estimated $344K.
  • Jupiter Investment Management first reported a position in Lincoln National in Q2 2013 and held it in 21 quarters.
  • Jupiter Investment Management's Lincoln National position peaked at $106M in Q2 2017.
  • 518 funds tracked by Wall St. Rank held Lincoln National as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.