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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Leuthold Group's LNC Position: Q4 2019 in Review

Leuthold Group sold out of Lincoln National (LNC) in Q4 2019, closing a stake of 4,093 shares — an estimated $247K sold.

Leuthold Group first reported a position in LNC in Q4 2014 and held it in 15 quarters. The position peaked at $5.7M in Q4 2017. 621 funds tracked by Wall St. Rank hold LNC as of Q4 2019.

  • Leuthold Group reported no remaining Lincoln National position as of Q4 2019 after selling out during the quarter.
  • Leuthold Group sold 4,093 Lincoln National shares in Q4 2019, an estimated $247K.
  • Leuthold Group first reported a position in Lincoln National in Q4 2014 and held it in 15 quarters.
  • Leuthold Group's Lincoln National position peaked at $5.7M in Q4 2017.
  • 621 funds tracked by Wall St. Rank held Lincoln National as of Q4 2019.

Based on Leuthold Group's 13F filing for Q4 2019, filed 14 Feb 2020.