Ken Fisher
LNC icon

Ken Fisher’s Lincoln National LNC Stock Holding History

Ken Fisher’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
Q4 		– Sell
-4,329
Closed -$261K – 843
2019
Q3 		$261K Buy
+4,329
New +$259K ﹤0.01% 753
2016
Q1 		– Sell
-19,119
Closed -$961K – 714
2015
Q4 		$961K Sell
19,119
-26
-0.1% -$1.36K ﹤0.01% 517
2015
Q3 		$909K Buy
+19,145
New +$1.03M ﹤0.01% 504

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ken Fisher's LNC Position: Q4 2019 in Review

Ken Fisher sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 4,329 shares — an estimated $261K sold.

Ken Fisher first reported a position in LNC in Q3 2015 and held it in 3 quarters. The position peaked at $961K in Q4 2015. 621 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

  • Ken Fisher reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
  • Ken Fisher sold 4,329 Lincoln National shares in Q4 2019, an estimated $261K.
  • Ken Fisher first reported a position in Lincoln National in Q3 2015 and held it in 3 quarters.
  • Ken Fisher's Lincoln National position peaked at $961K in Q4 2015.
  • 621 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Fisher Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.