Leuthold Group’s Lincoln National LNC Stock Holding History

Leuthold Group’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	-4,093	Closed	-$247K	–	190
2019 Q3	$247K	Sell	4,093 -210	-5%	-$12.6K	0.03%	170
2019 Q2	$277K	Sell	4,303 -776	-15%	-$49.6K	0.04%	178
2019 Q1	$298K	Sell	5,079 -280	-5%	-$16.6K	0.04%	172
2018 Q4	$275K	Sell	5,359 -495	-8%	-$30.1K	0.04%	178
2018 Q3	$396K	Sell	5,854 -344	-6%	-$22.7K	0.04%	173
2018 Q2	$386K	Sell	6,198 -59,644	-91%	-$4.08M	0.04%	187
2018 Q1	$4.81M	Sell	65,842 -8,248	-11%	-$647K	0.55%	66
2017 Q4	$5.7M	Sell	74,090 -1,881	-2%	-$142K	0.57%	64
2017 Q3	$5.58M	Sell	75,971 -1,831	-2%	-$129K	0.56%	63
2017 Q2	$5.26M	Buy	77,802 +5,311	+7%	+$351K	0.56%	59
2017 Q1	$4.75M	Sell	72,491 -1,704	-2%	-$117K	0.51%	70
2016 Q4	$4.92M	Buy	+74,195	New	+$4.32M	0.55%	65
2015 Q3	–	Sell	-34,951	Closed	-$2.07M	–	204
2015 Q2	$2.07M	Buy	34,951 +1,848	+6%	+$108K	0.19%	151
2015 Q1	$1.9M	Sell	33,103 -1,057	-3%	-$59K	0.18%	146
2014 Q4	$1.97M	Buy	+34,160	New	+$1.86M	0.19%	146

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return