LNC
SRC

Lincoln National Corp’s SPIRIT REALTY CAPITAL, INC. SRC Stock Holding History

Lincoln National Corp’s Portfolio SRC Stock Details SRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,558
Closed -$144K – 532
2018
Q3 		$144K Sell
3,558
-621
-15% -$25.7K ﹤0.01% 460
2018
Q2 		$167K Sell
4,179
-396
-9% -$15K 0.01% 462
2018
Q1 		$159K Sell
4,575
-3,852
-46% -$137K 0.01% 461
2017
Q4 		$324K Buy
8,427
+6,127
+266% +$233K 0.01% 476
2017
Q3 		$88K Sell
2,300
-1,772
-44% -$65.4K ﹤0.01% 395
2017
Q2 		$136K Buy
4,072
+52
+1% +$1.95K 0.01% 347
2017
Q1 		$183K Buy
4,020
+49
+1% +$2.33K 0.01% 319
2016
Q4 		$193K Buy
3,971
+711
+22% +$36.1K 0.01% 285
2016
Q3 		$195K Sell
3,260
-1,029
-24% -$61.2K 0.01% 275
2016
Q2 		$245K Buy
4,289
+1,091
+34% +$57K 0.01% 232
2016
Q1 		$162K Hold
3,198
– – 0.01% 235
2015
Q4 		$137K Buy
3,198
+377
+13% +$16.7K 0.01% 192
2015
Q3 		$120K Buy
+2,821
New +$125K 0.01% 177

Other funds holding SRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
Scopia Capital Management New York $112M AUM 48.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lincoln National Corp's SRC Position: Q4 2018 in Review

Lincoln National Corp sold out of SPIRIT REALTY CAPITAL, INC. (SRC) in Q4 2018, closing a stake of 3,558 shares — an estimated $144K sold.

Lincoln National Corp first reported a position in SRC in Q3 2015 and held it in 13 quarters. The position peaked at $324K in Q4 2017. 254 funds tracked by Wall St. Rank hold SRC as of Q4 2018.

  • Lincoln National Corp reported no remaining SPIRIT REALTY CAPITAL, INC. position as of Q4 2018 after selling out during the quarter.
  • Lincoln National Corp sold 3,558 SPIRIT REALTY CAPITAL, INC. shares in Q4 2018, an estimated $144K.
  • Lincoln National Corp first reported a position in SPIRIT REALTY CAPITAL, INC. in Q3 2015 and held it in 13 quarters.
  • Lincoln National Corp's SPIRIT REALTY CAPITAL, INC. position peaked at $324K in Q4 2017.
  • 254 funds tracked by Wall St. Rank held SPIRIT REALTY CAPITAL, INC. as of Q4 2018.

Based on Lincoln National Corp's 13F filing for Q4 2018, filed 8 Feb 2019.