LNC
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Lincoln National Corp’s Fidus Investment FDUS Stock Holding History

Lincoln National Corp’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-17,968
Closed -$163K – 694
2020
Q2 		$163K Hold
17,968
– – 0.01% 617
2020
Q1 		$119K Buy
17,968
+4,533
+34% +$58.5K ﹤0.01% 558
2019
Q4 		$199K Buy
+13,435
New +$202K 0.01% 609

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Lincoln National Corp's FDUS Position: Q3 2020 in Review

Lincoln National Corp sold out of Fidus Investment (FDUS) in Q3 2020, closing a stake of 17,968 shares — an estimated $163K sold.

Lincoln National Corp first reported a position in FDUS in Q4 2019 and held it in 3 quarters. The position peaked at $199K in Q4 2019. 79 funds tracked by Wall St. Rank hold FDUS as of Q3 2020.

  • Lincoln National Corp reported no remaining Fidus Investment position as of Q3 2020 after selling out during the quarter.
  • Lincoln National Corp sold 17,968 Fidus Investment shares in Q3 2020, an estimated $163K.
  • Lincoln National Corp first reported a position in Fidus Investment in Q4 2019 and held it in 3 quarters.
  • Lincoln National Corp's Fidus Investment position peaked at $199K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held Fidus Investment as of Q3 2020.

Based on Lincoln National Corp's 13F filing for Q3 2020, filed 9 Nov 2020.