Kaizen Advisory’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$31K Buy
598
+64
+12% +$3.89K 0.02% 421
2018
Q3
$36K Hold
534
0.02% 402
2018
Q2
$33K Buy
534
+314
+143% +$21.5K 0.02% 437
2018
Q1
$16K Hold
220
0.02% 376
2017
Q4
$17K Buy
+220
New +$16.6K 0.01% 353

Other funds holding LNC

Kaizen Advisory's LNC Position: Q4 2018 in Review

Kaizen Advisory increased its Lincoln National (LNC) stake by 12% in Q4 2018, buying an estimated $3.89K and bringing the position to 598 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #421.

Kaizen Advisory first reported a position in LNC in Q4 2017 and has held it in 5 quarters since. The position peaked at $36K in Q3 2018. 635 funds tracked by Wall St. Rank hold LNC as of Q4 2018.

  • Kaizen Advisory held 598 shares of Lincoln National worth $31K as of Q4 2018.
  • Kaizen Advisory bought 64 Lincoln National shares in Q4 2018, an estimated $3.89K.
  • Lincoln National made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #421 holding.
  • Kaizen Advisory first reported a position in Lincoln National in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Lincoln National position peaked at $36K in Q3 2018.
  • 635 funds tracked by Wall St. Rank held Lincoln National as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.