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Kore Private Wealth’s Lincoln National LNC Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-476
Closed -$17K – 731
2020
Q2 		$17K Buy
476
+417
+707% +$14.7K ﹤0.01% 684
2020
Q1 		$2K Sell
59
-970
-94% -$46K ﹤0.01% 927
2019
Q4 		$61K Buy
+1,029
New +$60.6K 0.01% 457
2019
Q2 		– Sell
-1,000
Closed -$59K – 547
2019
Q1 		$59K Hold
1,000
– – 0.01% 358
2018
Q4 		$51K Buy
+1,000
New +$60.8K 0.01% 367

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kore Private Wealth's LNC Position: Q3 2020 in Review

Kore Private Wealth sold out of Lincoln National (LNC) in Q3 2020, closing a stake of 476 shares — an estimated $17K sold.

Kore Private Wealth first reported a position in LNC in Q4 2018 and held it in 5 quarters. The position peaked at $61K in Q4 2019. 535 funds tracked by Wall St. Rank hold LNC as of Q3 2020.

  • Kore Private Wealth reported no remaining Lincoln National position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 476 Lincoln National shares in Q3 2020, an estimated $17K.
  • Kore Private Wealth first reported a position in Lincoln National in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Lincoln National position peaked at $61K in Q4 2019.
  • 535 funds tracked by Wall St. Rank held Lincoln National as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.