LNC
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Lincoln National Corp’s Southwest Gas SWX Stock Holding History

Lincoln National Corp’s Portfolio SWX Stock Details SWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,225
Closed -$202K – 663
2019
Q3 		$202K Buy
+2,225
New +$200K 0.01% 542
2018
Q1 		– Sell
-3,694
Closed -$297K – 604
2017
Q4 		$297K Buy
+3,694
New +$300K 0.01% 499

Other funds holding SWX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Lincoln National Corp's SWX Position: Q4 2019 in Review

Lincoln National Corp sold out of Southwest Gas (SWX) in Q4 2019, closing a stake of 2,225 shares — an estimated $202K sold.

Lincoln National Corp first reported a position in SWX in Q4 2017 and held it in 2 quarters. The position peaked at $297K in Q4 2017. 299 funds tracked by Wall St. Rank hold SWX as of Q4 2019.

  • Lincoln National Corp reported no remaining Southwest Gas position as of Q4 2019 after selling out during the quarter.
  • Lincoln National Corp sold 2,225 Southwest Gas shares in Q4 2019, an estimated $202K.
  • Lincoln National Corp first reported a position in Southwest Gas in Q4 2017 and held it in 2 quarters.
  • Lincoln National Corp's Southwest Gas position peaked at $297K in Q4 2017.
  • 299 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2019.

Based on Lincoln National Corp's 13F filing for Q4 2019, filed 7 Feb 2020.