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Lee Financial’s Lincoln National LNC Stock Holding History

Lee Financial’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
Q2 		– Sell
-107
Closed -$3K – 536
2020
Q1 		$3K Hold
107
– – ﹤0.01% 414
2019
Q4 		$6K Hold
107
– – ﹤0.01% 400
2019
Q3 		$6K Hold
107
– – ﹤0.01% 407
2019
Q2 		$7K Hold
107
– – ﹤0.01% 405
2019
Q1 		$6K Hold
107
– – ﹤0.01% 401
2018
Q4 		$5K Hold
107
– – ﹤0.01% 368
2018
Q3 		$7K Sell
107
-113
-51% -$7.46K ﹤0.01% 382
2018
Q2 		$14K Hold
220
– – ﹤0.01% 416
2018
Q1 		$16K Buy
220
+113
+106% +$8.86K ﹤0.01% 390
2017
Q4 		$8K Buy
+107
New +$8.1K ﹤0.01% 377

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lee Financial's LNC Position: Q2 2020 in Review

Lee Financial sold out of Lincoln National (LNC) in Q2 2020, closing a stake of 107 shares — an estimated $3K sold.

Lee Financial first reported a position in LNC in Q4 2017 and held it in 10 quarters. The position peaked at $16K in Q1 2018. 562 funds tracked by Wall St. Rank hold LNC as of Q2 2020.

  • Lee Financial reported no remaining Lincoln National position as of Q2 2020 after selling out during the quarter.
  • Lee Financial sold 107 Lincoln National shares in Q2 2020, an estimated $3K.
  • Lee Financial first reported a position in Lincoln National in Q4 2017 and held it in 10 quarters.
  • Lee Financial's Lincoln National position peaked at $16K in Q1 2018.
  • 562 funds tracked by Wall St. Rank held Lincoln National as of Q2 2020.

Based on Lee Financial's 13F filing for Q2 2020, filed 11 Aug 2020.