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Lenox Wealth Management’s Lincoln National LNC Stock Holding History

Lenox Wealth 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
Q2 		$6K Sell
172
-12
-7% -$422 ﹤0.01% 512
2020
Q1 		$4K Buy
+184
New +$8.73K ﹤0.01% 523

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

Lenox Wealth Management's LNC Position: Q2 2020 in Review

Lenox Wealth Management reduced its Lincoln National (LNC) stake by 6.5% in Q2 2020, selling an estimated $422 and leaving 172 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Lenox Wealth Management first reported a position in LNC in Q1 2020 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold LNC as of Q2 2020.

  • Lenox Wealth Management held 172 shares of Lincoln National worth $6K as of Q2 2020.
  • Lenox Wealth Management sold 12 Lincoln National shares in Q2 2020, an estimated $422.
  • Lincoln National made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #512 holding.
  • Lenox Wealth Management first reported a position in Lincoln National in Q1 2020 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held Lincoln National as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.